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 WealthRealtionship ManagerAug 20 - PresentSecurities America IncSupervisor - Brokerage ServicesSep 14- Aug 20
Matthew PietrovitoMid Market Business Development Specialist Personalization Engagement InsightsView Profile, Matthew PietrovitoPeter HendricksonBusiness Development ManagerView Profile, Peter HendricksonCornelius MerliniManaging PartnerView Profile, Cornelius Merlini