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 FinancialVice President OperationsMay 21 - PresentWaddell ReedDirector of Operational SupportMay 19- May 21Valmark Financial GroupVice President, Investment ServicesJan 16- Jan 17
Dan SundbyManaging DirectorView Profile, dan sundbyLeslie GaleVice President Yield Management OperationsView Profile, leslie galeRobert CotellVice President Private Market OperationsView Profile, robert cotell