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
Tim PeckoverSenior Manager Marketing CommunityView Profile, tim peckoverAllan AguasCreative DirectorView Profile, allan aguasLilian KidstonVice President Marketing Strategy PlanningView Profile, lilian kidston