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 WealthRelationship ManagerAug 22 - PresentMain Street Advisory GroupClient Services CoordinatorOct 18- Aug 22Marion County BankCustomer Service RepresentativeJan 13- Oct 18
Souvik NandiDirector Of Sales And PlanningView Profile, Souvik NandiAaron KochStrategic Account Executive And New Frontier Expansion OfficerView Profile, Aaron KochMatt BakerNational Director Of Business SalesView Profile, Matt Baker