Account Type*** ***Account Owner*** ****Account Opps/Deals******** ********Closed Won • Jul 24***K $Closed
******** ******Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Atria Wealth SolutionsVice President, CommissionsJun 23- Jun 24Lpl FinancialVice President – Client Compensation (Advisor Compensation & Incentive)Jan 14- Jun 23VanguardSenior Risk Analyst – Enterprise Risk ManagementJan 00- Dec 14
Gila Ponte ShlushBanking And Finance And M AView Profile, gila ponte-shlushItay Gil AsulinInvestorView Profile, itay gil asulinErin GroganCFOView Profile, erin grogan