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
Lpl FinancialSenior Vice President OperationsNov 21 - PresentTd AmeritradeDirector Banking Operations Apr 13- Nov 21Bank Of The WestVP Regional Customer Service ManagerNov 05- Jan 13
Rory MontgomeryManaging DirectorView Profile, rory montgomeryWard MillerSenior Vice President OperationsView Profile, ward millerLauryn TurnerExecutive Vice President Chief Operating OfficerView Profile, lauryn turner