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
Lpl FinancialSenior Vice President Operations Client SuccessJul 23- Jul 24Charles SchwabDirector, Operations - Transformation Management OfficeAug 21- Jul 23Td AmeritradeDirector, Operational Strategy (Programs, Systems Management & Analytics)Sep 97- Aug 21
Fergal O BrienSenior Director Global End OperationsView Profile, Fergal O BrienDonna TaylorVP Store ManagerView Profile, Donna TaylorBrooke TresederVP Revenue OperationsView Profile, Brooke Treseder