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
Giulio MigliettaQuantitative AnalystView Profile, Giulio MigliettaThomas YasinDirector EMEA Americas Investment AnalyticsView Profile, Thomas YasinAntonia SimpsonData And Analytics ConsultantView Profile, Antonia Simpson