Account Type*** ********Account Owner******** *******Account Opps/Deals***** ******Closed Won • Nov 24***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
Jennifer E FedoraSenior Vice President Participant ServicesView Profile, jennifer e. fedoraKimberly IsbellExecutive Meeting ManagerView Profile, kimberly isbellTricia ShirerComupter Consultant PresidentView Profile, tricia shirer