Account Type******** *****Account Owner**** ******Account Opps/Deals*** *******Closed Won • Dec 24**K $Closed
**** *******Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Butera Wealth Management By Lpl FinancialManaging Director, Financial AdvisorMay 22 - PresentEdelman Financial EnginesExecutive Director, Financial PlanningJun 06- May 22Fidelity InvestmentsVice President / Senior Accout Executive// Financial Planning Consultant// Investment Rep. IIFeb 01- Jun 06
Sarah SpojaChief Financial OfficerView Profile, sarah spojaTom ArstingstallVice President Mergers AcquisitionsView Profile, tom arstingstallKenneth B TrippeManaging Director Of Private InvestmentsView Profile, kenneth b. trippe