Account Type**** ***Account Owner*** ***Account Opps/Deals******** ******Closed Won • Nov 24***K $Closed
****** *****Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Carson Wealth The Shobe Financial GroupFinancial AdvisorApr 24 - PresentCarson WealthClient Services SpecialistMar 23 - PresentCarson Wealth The Shobe Financial GroupClient Services SpecialistSep 17- Mar 23
Nancy BruntonFinance Business AnalystView Profile, nancy bruntonRashmi GopinathInvestorView Profile, rashmi gopinathAnna KoniecznyAccountantView Profile, anna konieczny