Account Type*** ******Account Owner******* *****Account Opps/Deals******* ********Closed Won • Jan 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
Alex GannonSVP Of Commercial Finance Business AnalysisView Profile, Alex GannonJason HerlitzkeVice President SBA AdministratorView Profile, Jason HerlitzkeTom HatfieldChief Financial OfficerView Profile, Tom Hatfield