Account Type**** ****Account Owner****** ******Account Opps/Deals*** *****Closed Won • Feb 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, Operations Estate ServicesJan 24 - PresentTd AmeritradeDirector, Client Account ServicesFeb 11- Jan 24Charles SchwabDirectorNov 18- Jan 24
Kim CouchVP Of Operations COOView Profile, Kim CouchJose FernandezSenior VP Operations Planning Design And ConstructionView Profile, Jose FernandezAnders Egholt SogaardVP Global Revenue OperationsView Profile, Anders Egholt Sogaard