Account Type******* ***Account Owner******** *******Account Opps/Deals******* ******Closed Won • Dec 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
John StraleyExecutive Director Global Head Of Strategic Partners And AlliancesView Profile, john straleyJordan GranthamGlobal Director Of Field Education And EnablementView Profile, jordan granthamWolfgang PlatzPresidentView Profile, wolfgang platz