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
Cetera Financial GroupHead of Service EnablementMay 17 - PresentLpl FinancialAVP, Service | Trading | OperationsJun 13- May 17Td Ameritrade InstitutionalSenior Manager, Advisor RelationsJan 98- Dec 12
Nikki ScarboroughDirector Program Management Office RetentionView Profile, Nikki ScarboroughKirsten HarrisonAssistant Dean Of Academic Student ServicesView Profile, Kirsten HarrisonJoe ReedSr Director Professional ServicesView Profile, Joe Reed