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
Desi AcostaVice PresidentView Profile, desi acostaMike GomesChief Experience OfficerView Profile, mike gomesJeremiah TitoneVice PresidentView Profile, jeremiah titone