Account Type*** ****Account Owner*** *****Account Opps/Deals****** ******Closed Won • Nov 24***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
Banks ConcepcionMemberView Profile, banks concepcionBen DurhamBusiness Development ManagerView Profile, ben durhamRuss PastenaGlobal Head Of Sales OperationsView Profile, russ pastena