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 FinancialVice President OperationsMay 21 - PresentWaddell ReedDirector of Operational SupportMay 19- May 21Valmark Financial GroupVice President, Investment ServicesJan 16- Jan 17
Tom GrecoVP Of Publishing OperationsView Profile, Tom GrecoJohn PriceManaging DirectorView Profile, John PriceAndrew RoetheManaging DirectorView Profile, Andrew Roethe