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
Lpl FinancialAVP Advisory OperationsOct 07- Dec 24First Citizens BankFinancial Services Manager, AVPMar 03- Oct 07
Yann CetranBranch Office ManagerView Profile, yann cétranSteve SchultzOperations DirectorView Profile, steve schultzDonna Morris PowellDirector For Retail OperationsView Profile, donna morris-powell