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
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
Andy WilsonCo Founder CEO Acquired By RevealView Profile, andy wilsonGary OffnerSenior Vice President Head Of Nasdaq VenturesView Profile, gary offnerTracy NorumSenior Director Incentives RecognitionView Profile, tracy norum