Account Type****** ***Account Owner*** ********Account Opps/Deals*** ********Closed Won • Dec 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
Matt GriffinCo Portfolio Manager Australian Small CapsView Profile, matt griffinEsther BarrattAssociate Director TaxView Profile, esther barrattAmrita ChoudharyAccounting ManagerView Profile, amrita choudhary