Account Type***** *******Account Owner******* ***Account Opps/Deals****** ********Closed Won • Oct 24***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
Heather ManningVice President Business OperationsView Profile, heather manningLance McbyersVice President Business Systems And Hardware OperationsView Profile, lance mcbyersMatthew IngogliaVice President OperationsView Profile, matthew ingoglia