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
FinraSenior AnalystMay 23 - PresentLpl FinancialLPL Financial AdvisorSep 22- Feb 23Ameriprise Financial Services LlcOperations DirectorOct 20- Sep 22
Gregory MossPrincipal And Wealth ManagerView Profile, Gregory MossSushmita SahaDirector Of FinanceView Profile, Sushmita SahaVivian FoskFinance Operations ManagerView Profile, Vivian Fosk