Account Type******** *****Account Owner****** ******Account Opps/Deals****** *******Closed Won • Dec 24**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Iams Wealth ManagementChief Investment OfficerJan 21 - PresentCarson WealthAssociate Wealth AdvisorAug 18- Jan 21Texas Rangers Baseball ClubProfessional Baseball PlayerJun 18- Jul 18
Mariana RobinaSenior Vice President Of Investments FinanceView Profile, mariana robinaJulia GavrilovVice President Financial AdvisorView Profile, julia gavrilovMichael J LeeManaging Director Head Of Private InvestmentsView Profile, michael j. lee