Account Type******* ******Account Owner*** ********Account Opps/Deals******** ****Closed Won • Oct 24****K $Closed
*** *******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Atlas Investment Management Retirement SolutionsChief Investment Officer & Co-FounderSep 22 - PresentCarson GroupInvestment Portfolio StrategistMar 22- Sep 22Olympus Wealth Management LlcAssociate Investment ManagerOct 21- Mar 22
Wayne KimmetChief Financial OfficerView Profile, wayne kimmetAnna BakalovaVP FinanceView Profile, anna bakalovaRich KleinVice President Head Of Wealth Management ConsultantsView Profile, rich klein