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
Lpl FinancialVP Product Risk Management Sep 21 - PresentBank Of AmericaVice President, Corporate Treasury FinanceMay 19- Sep 21Bank Of America Private BankVice President, Investment SolutionsApr 13- May 19
Steve OvertonChief Product OfficerView Profile, steve overtonJoel EmeryChief Product OfficerView Profile, joel emeryJaimie TilbrookChief Product OfficerView Profile, jaimie tilbrook