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
Truist WealthVP, Compliance OfficerMay 18 - PresentLpl FinancialSupervisory PrincipalAug 13- May 18Advisor GroupSenior Branch Office ExaminerMar 13- Aug 13
Udi AbramV P Legal General CounselView Profile, Udi AbramSterling ChungVice President Regulatory Affairs And QualityView Profile, Sterling ChungScott GoingVice President Deputy General CounselView Profile, Scott Going