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
Financial Resources Group Investment Services LlcDirector of Onboarding & IntegrationNov 23 - PresentLpl FinancialSenior Vice President, Business Transitions Partners/ Business DevelopmentJan 10- Jan 23
Oli DreweryDelivery Operations ManagerView Profile, oli drewerySean OsheaSenior Director Operations Engineering Dev OpsView Profile, sean o'sheaMaddie ChapmanPractice ManagerView Profile, maddie chapman