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
Lpl FinancialVice President FinanceMar 24 - PresentHungryNational Director of FinanceDec 21- Feb 24Lpl FinancialAssistant Vice President, Advisor Capital SolutionsApr 19- Nov 21
Janet SVice President Global Corporate BankingView Profile, Janet SChuck SmithSr Vice President Chief Lending OfficerView Profile, Chuck SmithHuy LamVP Of Finance People OperationsView Profile, Huy Lam