Account Type******** *******Account Owner***** *******Account Opps/Deals*** *****Closed Won • Nov 24**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
Les CarnegiePartnerView Profile, les carnegieJeffrey SunmanVice President Intellectual PropertyView Profile, jeffrey sunmanGuy HadarEVP RA And General CounselView Profile, guy hadar