Account Type****** *****Account Owner***** ****Account Opps/Deals*** ***Closed Won • Mar 25**K $Closed
******* ***Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Lpl FinancialIASJan 10- Jan 11Axa Advisors LlcFinancial AdvisorJan 08- Jan 10Seattle MarinersAthleteJun 05- Sep 07