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
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
Mike MasonRegional Vice PresidentView Profile, mike masonEugenio GarciaCFO International Business DevelopmentView Profile, eugenio garciaValerie SarmentoVice President Asset ManagementView Profile, valerie sarmento