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
Rfg AdvisoryOperations AssociateOct 24 - PresentCarson GroupOperations Retirement SpecialistFeb 22- Nov 24Securities America IncManager - Gold Star/Premier SupportNov 15- Feb 22
Pamela WestfallAdministrative AssistantView Profile, pamela westfallMary HarveyAdministrative AssistantView Profile, mary harveyLee OwenIT Support TechnicianView Profile, lee owen