Account Type******* ********Account Owner***** ********Account Opps/Deals****** *******Closed Won • Mar 25***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
Scott SmithSenior Vice PresidentView Profile, Scott SmithJill Nagle GordonVice PresidentView Profile, Jill Nagle GordonCartier KirbyVice President Of Strategy Compliance PeopleView Profile, Cartier Kirby