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
Lpl FinancialChief Compliance Officer and Director of OperationsJan 07 - PresentNortheast Planning AssociatesChief Compliace Officer and Director of OperationsJul 83 - Present
Chris FitzgeraldVP ManufacturingView Profile, Chris FitzgeraldLauren PansegrauExecutive Vice President Of OperationsView Profile, Lauren PansegrauAnthony DiazManaging DirectorView Profile, Anthony Diaz