Account Type*** ***Account Owner***** ***Account Opps/Deals******* ********Closed Won • Jan 25**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
Jeff BarrettThird Party Risk ManagerView Profile, Jeff BarrettOllie LerwaySenior Revenue Operations AnalystView Profile, Ollie LerwayJairo OreaGlobal Chief Information Security OfficerView Profile, Jairo Orea