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
Hartford FundsVice President and Managing Director, Applied InsightsMar 18 - PresentD A Davidson CompaniesSenior Vice President, Director of Practice Management and Professional DevelopmentMar 08- Feb 18Wells FargoFinancial PlannerOct 03- Mar 08
Glenn LockwoodFounderView Profile, glenn lockwoodPeter FarmerSenior Vice PresidentView Profile, peter farmerKevin SwitzerSTRIDE Owner OperatorView Profile, kevin switzer