Account Type***** *******Account Owner******** ***Account Opps/Deals*** *******Closed Won • Aug 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- Dec 04
James AbbottManaging DirectorView Profile, james abbottMatt SmithSenior Director Growth MarketingView Profile, matt smithMatthew GagneEnterprise Account ExecutiveView Profile, matthew gagne