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
Carson GroupManaging Partner, Business Consulting, Service, and TrainingMar 17 - PresentLpl FinancialSenior Vice President, RIA SolutionsMar 12- Mar 17Td AmeritradeVice President, Institutional SalesMay 05- May 11
Come SommierFounderView Profile, côme sommierLucian FlorianFounderView Profile, lucian florianRachel BakerFounderView Profile, rachel baker