Account Type******* ***Account Owner****** ***Account Opps/Deals*** ******Closed Won • Dec 24***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
Yomi A JonesManaging Partner CEOView Profile, yomi a. jonesJulia Vander PloegBoard DirectorView Profile, julia vander ploegAllan FletcherBoard MemberView Profile, allan fletcher