Account Type****** ***Account Owner****** ****Account Opps/Deals******* *****Closed Won • Nov 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
Chera FinkbinerSr Director Of Business Operations Business AffairsView Profile, chera finkbinerDebi WherrySenior Vice PresidentView Profile, debi wherryJohn CourtneySenior Vice PresidentView Profile, john courtney