Account Type***** ******Account Owner****** ****Account Opps/Deals******** ********Closed Won • Aug 24***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
JacksonDirector, National Sales Desk at JacksonFeb 13 - PresentLpl FinancialFinancial Advisor and OperationsJan 04- Jan 13
Liz ReidBusiness Development DirectorView Profile, liz reidBonnie PellegrinoSales ExecutiveView Profile, bonnie pellegrinoJason AllenDirector Sales Account ManagementView Profile, jason allen