Account Type****** ********Account Owner***** ****Account Opps/Deals******* ***Closed Won • Feb 25***K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Carson WealthSenior Wealth AdvisorJan 23 - PresentPersium GroupSenior AnalystOct 05- Apr 10Merrill LynchRollover SpecialistAug 03- Oct 05
Max HurdleySenior FP A Analyst Financial ModellingView Profile, Max HurdleyJesse A VasquezSr Manager Credit Resolution Credit QualityView Profile, Jesse A VasquezRishen Kapoor ツInvestment TeamView Profile, Rishen Kapoor ツ