Account Type**** ********Account Owner*** ****Account Opps/Deals**** *****Closed Won • Oct 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
Phyllis FlickEvent CoordinatorView Profile, phyllis flickAnas UmarOperation ExecutiveView Profile, anas umarNichlas TarpFreight ForwarderView Profile, nichlas tarp