Account Type*** ****Account Owner******** *******Account Opps/Deals******** ****Closed Won • Dec 24****K $Closed
******* *******Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Convergence FinancialDirector Business DevelopmentOct 23 - PresentLpl FinancialArea Vice President, Regional Director - Business DevelopmentSep 19- Nov 23Bmo Global Asset ManagementRegional Sales DirectorDec 18- Sep 19
Kelly NesbitRegional Sales DirectorView Profile, kelly nesbitDanni MorinichReprint SalesView Profile, danni morinichCourtney LBusiness Development RepresentativeView Profile, courtney l.