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