Account Type******** ****Account Owner****** ********Account Opps/Deals*** *******Closed Won • Jan 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
Robb HolmanFounder CEOView Profile, Robb HolmanGiorgio De LucaCEO OfficeView Profile, Giorgio De LucaWes WilkinsonPresidentView Profile, Wes Wilkinson