Account Type***** ***Account Owner******** ******Account Opps/Deals******** ****Closed Won • Jan 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
Ryan T MillerVice President Senior Counsel Innovation PolicyView Profile, Ryan T MillerJay BauerCFO General CounselView Profile, Jay BauerParth SharmaLegal ExecutiveView Profile, Parth Sharma