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 FinancialVice President, Operations - New AccountsJun 09- Dec 24Wells FargoOperations Support AssociateDec 08- Apr 09E Trade From Morgan StanleySr. Financial Services RepresentativeFeb 07- Jul 08
John RobinsonAdvisorView Profile, john robinsonStefan RogalskiMemberView Profile, stefan rogalskiRachel CollieMemberView Profile, rachel collie