Account Type*** ********Account Owner****** *******Account Opps/Deals******* *******Closed Won • Mar 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
Nancy CapraVice President Program Management And Development OperationsView Profile, Nancy CapraKenneth NowakManaging DirectorView Profile, Kenneth NowakJim GadberryVice President Personal Lines ClaimsView Profile, Jim Gadberry