Account Type******* *******Account Owner**** ***Account Opps/Deals******** ********Closed Won • Feb 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
Gregory Saget RuddSenior Vice President GrowthView Profile, Gregory Saget RuddKim LalorChief Customer OfficerView Profile, Kim LalorJake CamaraPresident FounderView Profile, Jake Camara