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
Wells FargoHead of Service, Wealth and Investment ManagementDec 19 - PresentLpl FinancialSVP Service, Trading and OperationsJan 06- Dec 19Washington Mutual BankTrading ManagerDec 03- Jan 06
Niels GuerriniOwnerView Profile, Niels GuerriniCullen McglynnVice PresidentView Profile, Cullen McglynnManon FortinVice PresidentView Profile, Manon Fortin