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
Lpl FinancialVice President, Institution Strategy & Enablement LeadJan 17 - PresentHenkelCorporate Strategy ManagerJan 16- Jan 16Wipfli Financial AdvisorsResearch AnalystJan 10- Jan 14
Sam AtallaVP Strategy Client ServicesView Profile, sam atallaDavid VillalabeitiaChief Strategy Officer CSOView Profile, david villalabeitiaChristie Frazier ColemanVice President ConsultingView Profile, christie frazier-coleman