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 FinancialSenior Vice President, Head of Advisor Technology (Supervision, Risk & Compliance )Sep 20 - PresentProfit CoAdvisorAug 24 - PresentShooting Stars FoundationBoard MemberMar 22 - Present
Jason SamsteinVP Bank Regulatory Treasury And M A LegalView Profile, Jason SamsteinPeter HeilmannExecutive Vice President Chief Administrative Officer General CounselView Profile, Peter HeilmannIris AchmonAntitrust And Competition PartnerView Profile, Iris Achmon