Account Type***** ********Account Owner******** ********Account Opps/Deals******** ***Closed Won • Jun 24**K $Closed
******* ********Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Cetera Financial GroupHead of Advisor Growth SolutionsMay 24 - PresentAvantaxVice President, Community & Advisor EngagementApr 20- May 24Edward JonesFinancial AdvisorJan 07- Sep 07
Lance ShuldbergArea Vice President Enterprise SalesView Profile, lance shuldbergSpring LeuSenior Sales Force Effectiveness ManagerView Profile, spring leuDerek BrosseauEnterprise Sales DirectorView Profile, derek brosseau