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 GroupManaging Partner, Business Consulting, Service, and TrainingMar 17 - PresentLpl FinancialSenior Vice President, RIA SolutionsMar 12- Mar 17Td AmeritradeVice President, Institutional SalesMay 05- May 11
Yucheng LiuFounderView Profile, yucheng liuRyan AbbottFounderView Profile, ryan abbottGavin WilliamsBusiness OwnerView Profile, gavin williams