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
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
Primo QuesadaVice PresidentView Profile, Primo QuesadaRandi WeirVice President PrincipalView Profile, Randi WeirBill KellyRegional Vice President Private Corporate Retirement PlansView Profile, Bill Kelly