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
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
Nicole DelpitVice President Of CVO DeliveryView Profile, Nicole DelpitWhitney HodackSVP Physical ProductionView Profile, Whitney HodackAmy FrentzVice President OperationsView Profile, Amy Frentz