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
JacksonHead of RIA, Platform Distribution, and PlanningMar 18 - PresentNational Planning Holdings NphVP, Head of Advisory and Platform StrategyOct 16- Feb 18UbsFinancial Advisor, Advisory & Brokerage ServicesJan 07- Dec 09
Jorge Eduardo GonzalezAssociate DirectorView Profile, Jorge Eduardo GonzalezJames CarpenterSenior Director Global Public Portfolio Services At BaringsView Profile, James CarpenterScott AldridgeDirectorView Profile, Scott Aldridge