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 Customer CareMay 21 - PresentWaddell ReedVP of Client Experience & OperationsNov 16- May 21American Century InvestmentsVice President, Client ExperienceMar 96- Oct 16
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