Account Type***** ****Account Owner**** ********Account Opps/Deals******** *****Closed Won • Feb 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
Avi SharirInvestor ChairmanView Profile, Avi SharirElena KopylovaChief AccountantView Profile, Elena KopylovaRob WallChief Financial OfficerView Profile, Rob Wall