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 FinancialRegistered Principal & Financial AdvisorJan 02- Jan 07Edward JonesInvestment RepresentativeJan 95- Jan 02
Chris SlutyChief Product OfficerView Profile, Chris SlutyNick WojdylaChief Digital Officer CDOView Profile, Nick WojdylaAndy BirdChief Product And Technology OfficerView Profile, Andy Bird