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 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
Stephanie WhalenPresident The Union Labor Life Insurance CompanyView Profile, Stephanie WhalenTaylor A MitchellChief Financial OfficerView Profile, Taylor A MitchellDavid SiboniCFO And PartnerView Profile, David Siboni