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
Bny PershingDirector Client ExecutiveJun 11 - PresentLpl FinancialManager-Cashiering/Margin DepartmentsDec 05- Jun 11
Peg RyanRetired Head Of Digital Customer Experience Specialty LinesView Profile, Peg RyanMelissa TaylorDirector Of Account ManagementView Profile, Melissa TaylorAaron MeierDirector Of MembershipView Profile, Aaron Meier