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
Scott BurnsSr Vice PresidentView Profile, scott burnsJason SennCo Founder Chief Commercial OfficerView Profile, jason sennDominique LejadeCo Founder Chief Operating OfficerView Profile, dominique lejade