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
Form TechnologiesCorporate Office AdministratorApr 24 - PresentLpl FinancialExecutive Administrative AssistantJul 23- Apr 24Form TechnologiesExecutive Assistant to the CEO and CFO, and Corporate Office ManagementNov 21- Jul 23
Jim CavanaughDirector Portfolio Services Business DevelopmentView Profile, jim cavanaughKerr MoneManaging DirectorView Profile, kerr moneParker BarrilePartnerView Profile, parker barrile