Account Type*** ********Account Owner***** *****Account Opps/Deals*** ***Closed Won • Aug 24**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
Rob SewellVice President Of Products And ServicesView Profile, rob sewellAndre CarlettoVice President ProductView Profile, andre carlettoBrett WeiglSVP Product Management AIView Profile, brett weigl