Account Type******** *****Account Owner******* *****Account Opps/Deals**** ***Closed Won • Jul 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
Jamie MarksCommercial ManagerView Profile, jamie marksGeorge SaponasDirector Of Field DistributionView Profile, george saponasNathan SargentDirector Of SalesView Profile, nathan sargent