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
Carson GroupSenior Vice President - Mergers & AcquisitionsJan 22 - PresentSecurities America IncVice President - Branch Office DevelopmentMar 05- Jan 22
Ryan SmithVP Finance Global PricingView Profile, Ryan SmithBill GehrChief Financial OfficerView Profile, Bill GehrYusuf ShamVP Legal Entity ControllershipView Profile, Yusuf Sham