Account Type*** ******Account Owner******** *****Account Opps/Deals******** *******Closed Won • Feb 25***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
Bruce LewoltFounderView Profile, Bruce LewoltJohn FeddersenFounderView Profile, John FeddersenStacia GrahamAsset Management Research Lead Managing DirectorView Profile, Stacia Graham