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
Advisor GroupAdvisor Group OperationsNov 22 - PresentLpl FinancialLPL OperationsJan 05- Nov 22Prudential FinancialDirector, Financial PlanningJan 98- Jan 04
Michelle UlmanSr Business Process AnalystView Profile, michelle ulmanAndreas IwainskyBid CoordinatorView Profile, andreas iwainskyDaniel KochManager Of OperationsView Profile, daniel koch