Account Type******* ***Account Owner*** *******Account Opps/Deals**** ***Closed Won • Jan 25**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
James HillVice President ControllerView Profile, James HillCj PerroneVice President Investment BankingView Profile, Cj PerroneTimothy OtooleChief Financial OfficerView Profile, Timothy Otoole