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 FinancialRegistered Principal & Financial AdvisorJan 02- Jan 07Edward JonesInvestment RepresentativeJan 95- Jan 02
Sreeja KrCo Founder And Vice President Of Products At Key ValueView Profile, Sreeja KrNavya Rehani GuptaChief Product OfficerView Profile, Navya Rehani GuptaSean McginnisFounder Principal Consultant Chart Room CreativeView Profile, Sean Mcginnis