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 WealthClient Relationship SpecialistFeb 22 - PresentGohealthSenior Benefits ConsultantMay 21- Feb 22Fidelity InvestmentsCustomer Relationship AdvocateFeb 19- May 21
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