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
Peggy AManaging Director President USView Profile, Peggy AAndrew GhannamManaging DirectorView Profile, Andrew GhannamChris LeonardVice President OperationsView Profile, Chris Leonard