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
Nenad IlincicMarket Risk Officer Macro Investment PortfolioView Profile, nenad ilincicMatteo CattaneoiCorporate Finance SpecialistView Profile, matteo cattaneoiTyler SmithAssistant ControllerView Profile, tyler smith