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 Wealth The Shobe Financial GroupFinancial AdvisorApr 24 - PresentCarson WealthClient Services SpecialistMar 23 - PresentCarson Wealth The Shobe Financial GroupClient Services SpecialistSep 17- Mar 23
Jazmin MedinaInvestment Partner D E Shaw VenturesView Profile, Jazmin MedinaJohn WeathersBanking Specialist IIIView Profile, John WeathersYolanda RodriguesHead Of Investment OperationsView Profile, Yolanda Rodrigues