Account Type*** *******Account Owner***** *******Account Opps/Deals****** ******Closed Won • Oct 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- Jan 14
Laura Buki ChettritFinance Operations AdvisorView Profile, laura buki chettritTom HydesGroup Financial ControllerView Profile, tom hydesCasey DollardAssociate Director FinanceView Profile, casey dollard