Account Type******* *****Account Owner****** *****Account Opps/Deals****** ***Closed Won • Aug 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
Bryan OmaleySr UX Product ManagerView Profile, bryan o'maleyStephanie BlaisExecutive DirectorView Profile, stephanie blaisMichael StolerSenior Technology ConsultantView Profile, michael stoler