Account Type**** ******Account Owner**** ****Account Opps/Deals***** *****Closed Won • Nov 24**K $Closed
****** *****Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Lpl FinancialVice PresidentMay 21 - PresentWaddell ReedDirector Advisor Services Contact CenterJun 18 - PresentAmerican Century InvestmentsManager Direct Sales and ServiceOct 05- Jun 18
Robyn FarrellOSP Support ManagerView Profile, robyn farrellJason DeforestDirector Of Customer SupportView Profile, jason deforestDiana HarrisUI Client Services DirectorView Profile, diana harris