Account Type******* *******Account Owner******** *****Account Opps/Deals******** ****Closed Won • Nov 24**K $Closed
*** ***Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
TdSenior Audit ManagerFeb 25 - PresentWells FargoFinancial Crimes Officer VPApr 17 - PresentNational Planning Holdings NphAVP ComplianceJul 05- Oct 15
Stephen LerchSr Vice President Finance And OperationsView Profile, stephen lerchChris NgVice President FinanceView Profile, chris ngDan CombsExecutive Team FinanceView Profile, dan combs