Account Type******* ********Account Owner****** ******Account Opps/Deals******* ****Closed Won • Aug 24***K $Closed
******* ****Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Lpl FinancialSenior Vice President OperationsJun 21 - PresentTd AmeritradeDirector - Asset Management OperationsFeb 97- Jun 21
Nikki WhittakerCSR Level 3View Profile, nikki whittakerDaniel GelbendorfPartnerView Profile, daniel gelbendorfLeo YuCBDOView Profile, leo yu