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 WealthRealtionship ManagerAug 20 - PresentSecurities America IncSupervisor - Brokerage ServicesSep 14- Aug 20
Sara WarnerStrategic Engagement ManagerView Profile, sara warnerSkylar RussellPartnerships AlliancesView Profile, skylar russellApril LinGlobal Business Development ManagerView Profile, april lin