Account Type****** ******Account Owner******** *****Account Opps/Deals***** ****Closed Won • Jan 25**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Lpl FinancialAVP, Advisor Tech ConsultingJun 22 - PresentAdhesion Wealth Advisor SolutionsRelationship Manager of Strategic PartnershipsJul 18- Jun 22BaringsAnalystOct 17- Mar 18
Lyna MatesiAcademic Director For Graduate And Professional Programs Associate ProfessorView Profile, Lyna MatesiKathy KeithExecutive AssistantView Profile, Kathy KeithGrace ChangTitle ClerkView Profile, Grace Chang