Account Type****** ****Account Owner***** ******Account Opps/Deals******** ******Closed Won • Jan 25****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
Jack CurleyVice PresidentView Profile, Jack CurleyMatthew ColabresePresidentView Profile, Matthew ColabreseRyan CarlsonPresidentView Profile, Ryan Carlson