Account Type**** *******Account Owner******* *******Account Opps/Deals**** ***Closed Won • Jan 25****K $Closed
******* ******Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Lpl FinancialVP, Liquidity & CapitalMar 23 - PresentRockefeller Capital ManagementVice PresidentMar 19- Mar 23Magnus Financial Group LlcAssociateNov 17- Feb 19
Chris SingletonFounderView Profile, Chris SingletonKeith RantaPartnerView Profile, Keith RantaDan CExecutive Director Partner ProgramsView Profile, Dan C