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
Wells FargoHead of Service, Wealth and Investment ManagementDec 19 - PresentLpl FinancialSVP Service, Trading and OperationsJan 06- Dec 19Washington Mutual BankTrading ManagerDec 03- Jan 06
Chris BauerRetiredView Profile, Chris BauerDavid RichardsonRetiredView Profile, David RichardsonBrian ReynoldsPartnerView Profile, Brian Reynolds