Account Type*** ******Account Owner***** ********Account Opps/Deals**** *******Closed Won • Nov 24***K $Closed
******* ********Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Carlson FinancialChief Compliance OfficerJan 22 - PresentNew Frontier AdvisorsChief Compliance OfficerJan 22 - PresentOyster Consulting LlcDirectorMar 13- Dec 21
Luigi PontrelliOf CounselView Profile, luigi pontrelliKatelynn WilliamsAttorneyView Profile, katelynn williamsScott FredericksenAttorneyView Profile, scott fredericksen