Account Type******* *****Account Owner******* ********Account Opps/Deals******* ****Closed Won • Mar 25***K $Closed
****** ******Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Lpl FinancialVice President, Product Management - Advisor SolutionsApr 25 - PresentCredit One BankVice President - Digital Products & ExperienceJan 21- Mar 25SterlingHead of Product - Small & Midsize BusinessFeb 19- Jan 21