Account Type******** ******Account Owner**** *****Account Opps/Deals*** *****Closed Won • Feb 25**K $Closed
******* *****Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Cambridge Investment Research IncSenior Vice President, Financial Institutions, at Cambridge Investment Research, Inc.Sep 10 - PresentXeroxSenior Vice President, Wealth ManagementJan 06- Jan 08National Planning Holdings NphVice PresidentJan 04- Jan 06
Mark CrowleyChief Financial OfficerView Profile, Mark CrowleyCameron TuftsVice President ControllerView Profile, Cameron TuftsJim RayDirector SVP Consumer LendingView Profile, Jim Ray