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
Lpl FinancialSVP, ServiceApr 12- Aug 24Folio InvestingManager, Corporate ActionsAug 07- Dec 07Marshfield AssociatesPortfolio AdministratorNov 96- Mar 99
Chezky ReissOwnerView Profile, chezky reissRuari KiddPortfolio DirectorView Profile, ruari kiddRobert GoodmanShareholderView Profile, robert goodman