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 FinancialChief Compliance Officer and Director of OperationsJan 07 - PresentNortheast Planning AssociatesChief Compliace Officer and Director of OperationsJul 83 - Present
Shannon RibelSenior Director Defense Division OperationsView Profile, Shannon RibelDan ParsonsSVP Technology And Chief Operations OfficerView Profile, Dan ParsonsJohn BeckExecutive Vice President EnterpriseView Profile, John Beck