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
Lpl FinancialVice President Operations, Business OwnerMay 21 - PresentWaddell ReedVice President, Broker Dealer OperationsOct 95- Apr 21
Zsole MunozVice President Strategic Initiatives OperationsView Profile, Zsole MunozAlicia LippertChief Operations Officer User Experience Design ResearchView Profile, Alicia LippertGabriel LepineExecutive Vice President Operations And DevelopmentView Profile, Gabriel Lepine