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
Advisor GroupAVP, Investment Research and Product Due Diligence Nov 18 - PresentLincoln FinancialSenior Product Marketing ManagerJan 00- Jun 06Raymond JamesRegistered RepresentativeJan 97- Oct 98
Anton Engelbrecht CfpRegional Investment ExecutiveView Profile, Anton Engelbrecht CfpNoa Hochberg ZabarChief Financial OfficerView Profile, Noa Hochberg ZabarChad BennettSVP Investor Relations Corporate DevelopmentView Profile, Chad Bennett