Account Type******** *******Account Owner***** ****Account Opps/Deals******* ****Closed Won • Dec 24**K $Closed
****** ***Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Lifetime Wealth Management P CChief Operations Officer/IntegratorDec 24 - PresentLifetime Tax Advisors IncChief Operating OfficerDec 24- Feb 25Marvel GroupChief Operating OfficerAug 16- Jun 24
Boyle PatrickVice President Planning And AllocationsView Profile, boyle patrickHector Miguel Morales DiazChief Operations OfficerView Profile, héctor miguel morales díazTashonda C WilliamsVice President Futures Operations ClearingView Profile, tashonda c. williams