Account Type**** *****Account Owner****** ***Account Opps/Deals*** ***Closed Won • Oct 24***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
Anthony DattomaExecutive Vice PresidentView Profile, anthony dattomaVikki CoombesLeader Waymarker Founder CEOView Profile, vikki coombesJoseph LaneVice ChairmanView Profile, joseph lane