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
Iq EqRegional CEO, The AmericasApr 22 - PresentHighland Capital Management L PChief Compliance Officer/ ComplianceJun 08- Oct 12Commonwealth Financial NetworkCompliance Mar 04- Aug 06
David FalatoPartner SVP DirectorView Profile, David FalatoGareth JonesChief Executive OfficerView Profile, Gareth JonesTristan PelligrinoCo OwnerView Profile, Tristan Pelligrino