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
Emoney AdvisorSenior Financial Planning Practice Management ConsultantAug 16 - PresentTd AmeritradeInvestment ConsultantMay 12- Aug 15TD Ameritrade InstitutionalAccount Transfers TeamFeb 12- Apr 12
Lloyd SandsOperations LeadView Profile, lloyd sandsJohn CameronSenior Risk OfficerView Profile, john cameronThomas WoodSenior Risk ManagerView Profile, thomas wood