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