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
Jose Alberto GervasioDiretor De OperacoesView Profile, Jose Alberto GervasioStephen HuntChief Operating OfficerView Profile, Stephen HuntClfp Debra KempVice President OperationsView Profile, Clfp Debra Kemp