Account Type***** *****Account Owner******** ********Account Opps/Deals**** ******Closed Won • Jan 25***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
Anthony SinghAssistant Management AccountantView Profile, Anthony SinghJonathan KelleyDirector Of Finance And AccountingView Profile, Jonathan KelleyJeana HenleyDirector Of FinanceView Profile, Jeana Henley