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
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
Chris ChandlerSoftware InvestorView Profile, chris chandlerCharlie EllisInnovation Growth SpecialistView Profile, charlie ellisVini GeorgeStrategy Research And AnalysisView Profile, vini george