Account Type******* ****Account Owner******** *****Account Opps/Deals****** ****Closed Won • Oct 24****K $Closed
**** ***Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Carson GroupManager, Transition OperationsJan 18 - PresentFidelity InvestmentsFinancial RepresentativeFeb 16- Jan 18Td AmeritradeActive Trader RepresentativeJun 13- Feb 16
Trey KnowlesHead Of GTM OpsView Profile, trey knowlesSarah MartinDirector Of OperationsView Profile, sarah martinHope CorrellDirector Executive Operational PlanningView Profile, hope correll