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
Lpl FinancialVP Product and Platform Management -Model Wealth Portfolios-AdvisoryAug 05 - PresentSantander Bank N AFinancial AnalystAug 03- Dec 03Shoreham BankSenior UnderwriterDec 02- Aug 03
Sasha FreeseVP Of ProductView Profile, Sasha FreesePeter AndriousVP GTM SolutionsView Profile, Peter AndriousKajal JainDirector Of Product ManagementView Profile, Kajal Jain