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
Lpl FinancialSr. Compliance SpecialistJan 24 - PresentAca GroupCompliance AnalystJan 22- Dec 22CitizensCompliance SpecialistApr 14- Apr 21
Phillip GildanPrincipal Shareholder AttorneyView Profile, Phillip GildanRyan W GardnerPartner Practice Group Chair Trust Estate Planning Asset ProtectionView Profile, Ryan W GardnerLyman PadenSenior CounselView Profile, Lyman Paden