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
Duncan Advisor ResourcesCompliance AssociateAug 24 - PresentCarson GroupSr. Specialist, Trade OperationsMar 19- Aug 24Securities America IncRegional Sales SupervisorAug 10- Mar 19
Abby LiaoQC Associate IView Profile, Abby LiaoErin OconnorLaw ClerkView Profile, Erin OconnorNatalie ColeTrainee ParalegalView Profile, Natalie Cole