Account Type***** *****Account Owner*** *******Account Opps/Deals******** ****Closed Won • Feb 25****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
Leslie ParraOperations ManagerView Profile, Leslie ParraPrince JosephOperations CoordinatorView Profile, Prince JosephSteven SanchezField Service TechnicianView Profile, Steven Sanchez