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
Lpl FinancialPRIVATE WEALTH ADVISORDec 23 - PresentTransamerica Financial Advisors IncBranch Office Supervisor - Investment Advisor RepresentativeJan 12- Dec 23
Sienna ThorntonFinancial AnalystView Profile, Sienna ThorntonDavid CornthwaiteFinance Corporate Development ManagerView Profile, David CornthwaiteRasmus Van Der ColffPrincipal Accounting OfficerView Profile, Rasmus Van Der Colff