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
Advisor GroupSVP - Head of Enterprise RiskMar 23 - PresentLpl FinancialSVP, Risk Management in Service, Trading, & OperationsSep 19- Dec 21Wells Fargo AdvisorsSenior Operations Manager - Risk ManagementAug 16- Sep 19
Sharad VermaFounderView Profile, Sharad VermaMalcolm DaviesFounder Senior Managing PartnerView Profile, Malcolm DaviesRyan ElamFounderView Profile, Ryan Elam