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
OsaicPresident, Advice and Wealth ManagementJan 20 - PresentLpl FinancialEVP, Treasurer, Corporate Development and Advisor Financial SolutionsJan 14- Jan 20IheartmediaSVP, Financial Operations and Corporate DevelopmentJan 11- Jan 14
Scott GaertigChief Financial OfficerView Profile, Scott GaertigEric LougherCOO CFOView Profile, Eric LougherTamara SaundersChief Financial OfficerView Profile, Tamara Saunders