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 FinancialFinancial AdvisorSep 23 - PresentLinevisionSenior Product Marketing ManagerMay 24- Oct 24UrbanfootprintProduct Marketing LeadMay 22- Apr 24
Alesia PinneyStewardView Profile, Alesia PinneyMark DyerFinancial AdvisorView Profile, Mark DyerChen LipmanCFOView Profile, Chen Lipman