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