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 WealthWealth AdvisorAug 23 - PresentFai Wealth ManagementLead AdvisorFeb 17- Oct 23Northwestern MutualFinancial Representative AssistantJun 15- Aug 15
Karl PeterssonInvestment ProfessionalView Profile, Karl PeterssonThanh Tra TruongFinancial Audit InternView Profile, Thanh Tra TruongSharon MillburgInvestment ManagerView Profile, Sharon Millburg