Account Type***** ***Account Owner**** ********Account Opps/Deals*** ********Closed Won • Oct 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
Heidi DiangeloDirector Strategic Business DevelopmentView Profile, heidi diangeloTyler TaffuriSoftware InvestorView Profile, tyler taffuriNeil GloverManager Of Strategic Program ManagementView Profile, neil glover