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
Lpl FinancialVice President | Client Success, Prospect SolutioningJul 10 - PresentFirst Legacy Partners LlcAVP, Acquisition SupportJun 09- Oct 09Sun LifeInternal WholesalerMar 08- Jan 09
Claus KoppensteinerVice President Global Customer SuccessView Profile, claus koppensteinerNathan MclaughlinVP Customer RetentionView Profile, nathan mclaughlinJunan PangVP Customer Success SolutionsView Profile, junan pang