Account Type***** ******Account Owner*** ******Account Opps/Deals*** *****Closed Won • Jan 25****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
Tara CucciaGlobal Head Of GrowthView Profile, Tara CucciaMarjan ElezajInternational Business RelationsView Profile, Marjan ElezajSteve CastanedaDirector Strategic DevelopmentView Profile, Steve Castaneda