Account Type**** *******Account Owner******* *****Account Opps/Deals*** ********Closed Won • Jan 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
Stephen DuplessieCo Founder Senior PartnerView Profile, Stephen DuplessieJoel ErlichmanVice President Non Ferrous MetalsView Profile, Joel ErlichmanJanet DuderstadtNon Executive Board MemberView Profile, Janet Duderstadt