Account Type******** *******Account Owner******* *******Account Opps/Deals*** ***Closed Won • Dec 24***K $Closed
****** *******Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
BDL AdvisorsFinancial AdvisorAug 24 - PresentEaton VanceVice President, Regional Director, Eaton Vance Distributors, Inc. Member FINRA/SIPCAug 17- Aug 24Lord Abbett Co LlcRegional ManagerJun 05- Jul 17
Nick StanleyFinance Integration SpecialistView Profile, nick stanleyWilliam HoehnDirector Of Financial Planning And AnalysisView Profile, william hoehnLijia SanchezPartnerView Profile, lijia sanchez