Account Type***** ******Account Owner**** ********Account Opps/Deals*** ***Closed Won • Jan 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/Market LeaderApr 18 - PresentNatixis Investment ManagersVP, Managing Regional DirectorApr 14- Feb 18The HartfordRegional Vice PresidentJan 04- Jan 07
Bill RodriguezDedicated Sales ExecutiveView Profile, Bill RodriguezAlexander SpeedSales ExecutiveView Profile, Alexander SpeedMatthew PetersonVice President Of Key AccountsView Profile, Matthew Peterson