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
Cetera Financial GroupHead of Service - Specialized Service TeamsApr 22 - PresentLpl FinancialSenior Vice President Client ServicesJul 22- Jan 01
Jessica CarrierManager Strategic ImplementationsView Profile, jessica carrierTimurcan ErdikliIT ConsultantView Profile, timurcan erdikliJulie PedersenPrincipalView Profile, julie pedersen