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
Wells Fargo AdvisorsVice President, Sales ManagerMay 13 - PresentLpl FinancialAssistant Vice President/ BDSSDec 09- Apr 13Edward JonesFinancial AdvisorOct 97- Oct 98
Mark SteffenVice President Trade Sales Professional DevelopmentView Profile, mark steffenBrad RouseChief Revenue Officer CROView Profile, brad rouseMatteo CaputoRegional E Commerce Executive EuropeView Profile, matteo caputo