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
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
Steven McnamaraDivisional Fixed Operations DirectorView Profile, steven mcnamaraAndre BurchartVice President Operations US Global ComplianceView Profile, andré burchartSteve BeatonVice President Enterprise Operations And SupportView Profile, steve beaton