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
Carson WealthManaging PartnerJan 15 - PresentCarson CoachingManaging DirectorJun 12- Jan 15Securities America IncFirst Vice PresidentJun 98- Oct 07
Sean BavePresident And Chief Operating OfficerView Profile, Sean BaveKaren HaganCentral Admin Team ExecView Profile, Karen HaganMaya KaufmanChief Executive OfficerView Profile, Maya Kaufman