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
Waddell ReedMarket DirectorJun 09- Dec 21Lpl FinancialRegistered RepresentativeApr 08- Jun 09Cetera Advisor Networks LlcRegistered RepresentativeMar 03- Apr 08
Steffen LarsenChairman Of The BoardView Profile, Steffen LarsenScott FlutyPresidentView Profile, Scott FlutyDan SwiftCEOView Profile, Dan Swift