Account Type******** *****Account Owner******* ********Account Opps/Deals***** *****Closed Won • Jan 25****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
John GranaraChief Financial OfficerView Profile, John GranaraBernhard TraunerVP Of FinanceView Profile, Bernhard TraunerJeff SamsenExecutive Director Financial AdvisorView Profile, Jeff Samsen