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
Fidelity InvestmentsVP RIA Business DevelopmentDec 16 - PresentLpl FinancialVice President, RIA Business DevelopmentMay 13- Dec 16ConnecteduDirector, Business DevelopmentJul 10- Apr 13
Mike O ConnorSenior Account ManagerView Profile, Mike O ConnorLachlan TaylorHead Of Sales Australia New Zealand JapanView Profile, Lachlan TaylorDan PaciousRegional Sales Manager MajorsView Profile, Dan Pacious