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
FinraSenior AnalystMay 23 - PresentLpl FinancialLPL Financial AdvisorSep 22- Feb 23Ameriprise Financial Services LlcOperations DirectorOct 20- Sep 22
Raffy WreschnerCFOView Profile, raffy wreschnerTim BeckwithHead Of FinanceView Profile, tim beckwithMurad ShahzadahIncoming 2025 Investment Banking Summer AnalystView Profile, murad shahzadah