Account Type******** *******Account Owner******** ******Account Opps/Deals******* ********Closed Won • Feb 25**K $Closed
**** ***Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Lpl FinancialSenior Vice President | ServiceApr 12- Aug 24Folio InvestingManager, Corporate ActionsAug 07- Dec 07Marshfield AssociatesPortfolio AdministratorNov 96- Mar 99
Josephine AuerbachSemi RetiredView Profile, Josephine AuerbachBeth PannSenior Vice President Strategic Partnerships And ConveningsView Profile, Beth PannBrian S NaumannVice PresidentView Profile, Brian S Naumann