Account Type******* ********Account Owner******** ****Account Opps/Deals***** *******Closed Won • Aug 24***K $Closed
****** ****Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
J P MorganExecutive Director Institutional Retirement Plan Solutions at J.P. MorganAug 18 - PresentLpl FinancialLPL Financial AdvisorMar 16- Aug 18VanguardHigh-Net-Worth Investment Consultant, Flagship ServicesOct 11- Mar 16
Jeff HelgesonStrategic Architect US CA AUS NZView Profile, jeff helgesonLorraine SheuSenior Director Corporate Development IntegrationView Profile, lorraine sheuLiam SmeesHead Of ConsultingView Profile, liam smees