Account Type**** ******Account Owner***** ********Account Opps/Deals****** ******Closed Won • Feb 25***K $Closed
******* *******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Bleakley Financial GroupChief Technology OfficerFeb 16 - PresentLpl FinancialSenior Trader / Mutual Funds, UITs, Precious MetalsMay 14- Feb 16UbsRegistered Client Service AssociateOct 12- Apr 14
Jason WalkerChief Innovation OfficerView Profile, Jason WalkerChad MaughanChief Technology OfficerView Profile, Chad MaughanShalom DaskalChairman Co Founder Need Tech LabsView Profile, Shalom Daskal