Account Type*** ******Account Owner**** ********Account Opps/Deals****** ****Closed Won • Mar 25**K $Closed
*** ********Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Lpl FinancialBranch ManagerJul 03- Dec 12A G EdwardsVice PresidentApr 95- Jun 03Oppenheimer Co IncVice PresidentOct 87- May 95