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
Jfc Advisor NetworkDirector of Advisor RelationsMar 22 - PresentCarson GroupDirector, Business Development OperationsMar 15- Mar 22Securities America IncBusiness Development ManagerJun 96- Mar 15
Clark GordonAccount ExecutiveView Profile, Clark GordonSimon ForsterRetail AdvisorView Profile, Simon ForsterMark LeroySales Account ManagerView Profile, Mark Leroy