Account Type*** ****Account Owner***** ******Account Opps/Deals******** ********Closed Won • Nov 24***K $Closed
****** *******Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Carson GroupDirector of Client ServicesNov 21 - PresentAdvisor GroupManager, Specialty Operations at Advisor GroupJan 21- Dec 21Securities America IncManager of Resolution DeskApr 17- Jan 21
Mariana LynchSenior Manager Customer SuccessView Profile, mariana lynchTorri HawleyDirector Of Client Learning ExperienceView Profile, torri hawleyElissa JancichSenior Customer Success ManagerView Profile, elissa jancich