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
JacksonHybrid Product WholesalerFeb 13 - PresentLpl FinancialFinancial Advisor and OperationsJan 04- Jan 13
Annelie ErichsenProduct Tribe Lead B 2 BView Profile, annelie erichsenPurvi MehtaManager Product ConsultingView Profile, purvi mehtaVictoria ShorrocksProduct Experience ManagerView Profile, victoria shorrocks