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 FinancialGroup CIO LPL Investor Experience May 23 - PresentJpmorganchaseCTO Data & Anaytics at Asset and Wealth ManagementAug 18- May 23UbsGlobal Head of Operations Tech & Data Tech, Asset ManagementFeb 16- Jul 18
Orgad RazCBO CFOView Profile, orgad razMichael MelmedCFO COOView Profile, michael melmedKristin NewlandQueenView Profile, kristin newland