Account Type****** ***Account Owner******* *****Account Opps/Deals***** *******Closed Won • Dec 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
Jared RhueVice President Of Revenue OperationsView Profile, jared rhueSean StephensVice President Of ServicesView Profile, sean stephensJamie WitteveenCustomer Success And Operations DirectorView Profile, jamie witteveen