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
SRT Wealth Design Group LLCPresident, Investment Advisor RepresentativeNov 17 - PresentCentaurus Financial IncInvestment Advisor RepresentativeOct 04- Nov 16Suntrust Investment Services IncInvestment Advisor RepresentativeOct 89- Oct 04
Randall TidwellChief Financial OfficerView Profile, randall tidwellLance HoarVP Of Collections DefaultView Profile, lance hoarStephen JahnChief Financial OfficerView Profile, stephen jahn