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
Carson GroupSenior Wealth PlannerJan 22 - PresentMutual Of OmahaCompliance OfficerOct 04- Jun 13American National BankSenior Financial and Compliance AnalystMar 03- Oct 04
Andrey LevinExperienced Finance ProfessionalView Profile, andrey levinStephanie WilliamsSenior Wealth AdvisorView Profile, stephanie williamsJoshua HannaSenior AccountantView Profile, joshua hanna