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 GroupPresidentNov 11 - PresentConklin Company IncExecutive Assistant to Chief Executive OfficerAug 10- Oct 11Carson WealthWealth AdvisorJul 09- Aug 10
Gregory OsbornePresidentView Profile, Gregory OsborneChris LeechSVP Specialty Center ManagerView Profile, Chris LeechChuck ShallatEVPView Profile, Chuck Shallat