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
Jfc Advisor NetworkDirector of Advisor RelationsMar 22 - PresentCarson GroupDirector, Business Development OperationsMar 15- Mar 22Securities America IncBusiness Development ManagerJun 96- Mar 15
Astrid WimmerProject Coordinator Key Account ManagementView Profile, Astrid WimmerBob EricksenAccount Executive OutboundView Profile, Bob EricksenGina Archbold 💳 🌎Channel Sales Manager GlobalView Profile, Gina Archbold 💳 🌎