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 WealthRelationship ManagerAug 22 - PresentMain Street Advisory GroupClient Services CoordinatorOct 18- Aug 22Marion County BankCustomer Service RepresentativeJan 13- Oct 18
Michael HomEnterprise Account ExecutiveView Profile, michael homSagar AmraniaCoordinator Client DevelopmentView Profile, sagar amraniaBrandyn RochelleEnterprise Account ExecutiveView Profile, brandyn rochelle