Account Type******** *****Account Owner*** ******Account Opps/Deals***** *******Closed Won • Nov 24**K $Closed
****** *****Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Lincoln InvestmentVice PresidentFeb 23 - PresentLpl FinancialPrivate Wealth AdvisorDec 20- Mar 23J P MorganVice President - Private Client Advisor at J.P. MorganMar 17- Dec 20
Ari FineChief Of Staff Head Of Investor RelationsView Profile, ari fineCraig SearleDirector Consulting Professional Services Asia PacificView Profile, craig searleLauren IannottiEditor In Chief Content DirectorView Profile, lauren iannotti