Account Type******* ****Account Owner******* ****Account Opps/Deals****** ******Closed Won • Oct 24****K $Closed
***** *****Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Financial Resources Group Investment Services LlcData AnalystAug 24 - PresentLpl FinancialVice President OperationsAug 11- May 24
Shiva KumarAnalystView Profile, shiva kumarMartin DrummondCustomer And Market Insights AnalystView Profile, martin drummondEugenia TsoIT Business Analyst IIView Profile, eugenia tso