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
Carson GroupPresidentNov 11 - PresentConklin Company IncExecutive Assistant to Chief Executive OfficerAug 10- Oct 11Carson WealthWealth AdvisorJul 09- Aug 10
Joel FleckGlobal Co Head FIGView Profile, Joel FleckAdam SmithChief Technology OfficerView Profile, Adam SmithJoe RafterVice PresidentView Profile, Joe Rafter