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
Dynamic Advisor SolutionsProduction Lead, Portfolio ServicesApr 22 - PresentCreative PlanningInvestment ManagerJan 21- Apr 22Waddell ReedAdvisor Services RepresentativeJun 18- Jan 21
Silvina BrodskyCo Lead For Latin AmericaView Profile, silvina brodskyAlex BardManaging DirectorView Profile, alex bardBryan OlsenAVP Vendor Oversight Customer ExperienceView Profile, bryan olsen