Account Type****** ********Account Owner******** *******Account Opps/Deals***** *******Closed Won • Mar 25**K $Closed
*** ***Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsVP RIA Business DevelopmentDec 16 - PresentLpl FinancialVice President, RIA Business DevelopmentMay 13- Dec 16ConnecteduDirector, Business DevelopmentJul 10- Apr 13