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 FinancialFinancial Advisor, Wealth StrategistMay 22 - PresentNational Financial AllianceLPL Financial PlannerMay 22 - PresentWells Fargo AdvisorsBrokerage AssociateOct 17- May 22
Karen HaSr AP AnalystView Profile, karen haJason RoncaCapital MarketsView Profile, jason roncaTobias HaldInvestment Banking M AView Profile, tobias hald