Account Type***** ***Account Owner****** *****Account Opps/Deals****** ***Closed Won • Feb 25**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
Bo JeanssonRetiredView Profile, Bo JeanssonWarren WongSenior Vice PresidentView Profile, Warren WongKevin GordonFounder Brand ReviverView Profile, Kevin Gordon