Account Type*** ********Account Owner**** *****Account Opps/Deals*** ********Closed Won • Dec 24**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
Darren HoustonSenior Complex Securities Operations SpecialistView Profile, darren houstonJim StilesSr Finance Systems ConsultantView Profile, jim stilesShikhar S GargSenior Financial AnalystView Profile, shikhar s. garg