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
Newedge AdvisorsManaging Director | Business DevelopmentJun 21 - PresentFidelity InvestmentsVice President of Institutional SalesAug 18- Jun 21Lpl FinancialSenior Vice President - Business Development - Institutional WestFeb 02- Aug 18
Tony BanningChairmanView Profile, Tony BanningScott DrozdChief Executive OfficerView Profile, Scott DrozdKevin ChlopeckiChief Operating OfficerView Profile, Kevin Chlopecki