Account Type*** ***Account Owner****** *******Account Opps/Deals******** *****Closed Won • Mar 25****K $Closed
****** *****Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Jfc Advisor NetworkDirector of Advisor RelationsMar 22 - PresentCarson GroupDirector, Business Development OperationsMar 15- Mar 22Securities America IncBusiness Development ManagerJun 96- Mar 15