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
Carson GroupManaging Partner, Business Consulting, Service, and TrainingMar 17 - PresentLpl FinancialSenior Vice President, RIA SolutionsMar 12- Mar 17Td AmeritradeVice President, Institutional SalesMay 05- May 11
Patrick RodriguezPresidentView Profile, Patrick RodriguezLisandro PavettiFounderView Profile, Lisandro PavettiAngela C AllegrettaExecutive Recruiter Industry Go To Market Solution Scaling Worldwide Specialist OrganizationView Profile, Angela C Allegretta