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
Lpl FinancialPrincipal; Business Strategy and OperationsOct 17 - PresentWells Fargo AdvisorsTechnical Project ManagerJun 14- Oct 17Bank Of AmericaAssistant Vice President: Process Design ConsultantJan 05- Jan 13
Mia VigenerAssociate Vice President Senior Strategy ConsultantView Profile, mia vigenerErik BermudezVP Of Strategic PartnershipsView Profile, erik bermudezJack Cartwright CartwrightStrategic Advisor CfoView Profile, jack cartwright cartwright