Account Type******** ******Account Owner*** ****Account Opps/Deals*** *****Closed Won • Jan 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
Clara LopezInvestment Banking Off Cycle AnalystView Profile, Clara LopezSunanda SinghPension SpecialistView Profile, Sunanda SinghIfat Anchelzon TenneFinancial ControllerView Profile, Ifat Anchelzon Tenne