Account Type*** ***Account Owner******* *******Account Opps/Deals******* ****Closed Won • Feb 25****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
Cheryl GrantVice President Client SuccessView Profile, Cheryl GrantGrace Colloton HedrickVP And Head Of Partner And Provider SuccessView Profile, Grace Colloton HedrickTom BraningVice President Client ServicesView Profile, Tom Braning