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
Oskar LindGrowth ManagerView Profile, oskar lindJulie GurneyDirector Of Practice Industry InitiativesView Profile, julie gurneyMichelle BeynonVice President Markets Technology Operations Solutions PMOView Profile, michelle beynon