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
Jin RoChief Product OfficerView Profile, Jin RoDaniel ReedAVP Solutions ArchitectureView Profile, Daniel ReedDave HoffmanChief Product OfficerView Profile, Dave Hoffman