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
AlbertHead of Broker Dealer / Head of RIAOct 22 - PresentLex MarketsHead of Broker DealerSep 19- Oct 22Trillium TradingGeneral Counsel & Chief Compliance OfficerJan 12- Jan 18
Kelly ColemanPresidentView Profile, Kelly ColemanGreg ReberSenior Vice President And Chief Distribution OfficerView Profile, Greg ReberElizabeth GodwinSVP Head Of Third Party Operations And Post ClosingView Profile, Elizabeth Godwin