Account Type*** ******Account Owner*** *******Account Opps/Deals****** *****Closed Won • Nov 24****K $Closed
***** *******Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Principal Financial Network Of Southern CaliforniaRegional Managing Director - Principal Securities Registered Representative, Financial AdvisorAug 08 - PresentTax Financial GroupManaging PartnerJul 87- Jul 08
Larry AndersonChief Commercial Officer CCOView Profile, larry andersonKelly SullivanVice President Client SolutionsView Profile, kelly sullivanDave ShapiroVice President Client LeadView Profile, dave shapiro