Account Type******** *******Account Owner****** ***Account Opps/Deals*** *******Closed Won • Oct 24***K $Closed
******* ******Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Lpl FinancialSenior Vice President, OperationsJan 00 - PresentHilltop Securities IncAssociate, Public FinanceJan 97- Jan 99Legg Mason Acquired By Franklin TempletonMunicipal AnalystJan 93- Jan 97
Amy WalkerAir Ocean Branch ManagerView Profile, amy walkerEmily BertschAVP Event Experience Manager ETF Private Client ServicesView Profile, emily bertschEdward HoDirector Of IT ServicesView Profile, edward ho