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
Cetera Financial GroupHead Of Strategy / Head of RIA ServicesJun 17- May 24Lpl FinancialSenior Vice President OperationsDec 07- Jul 15Putney IncVP, FinanceJan 06- Jan 07
Stephanie Craig BlackmanProduct OfficerView Profile, Stephanie Craig BlackmanDan ComynsProduct Advisor Strategic Development Data AnalysisView Profile, Dan ComynsAni RangarajanProduct Strategy OfficerView Profile, Ani Rangarajan