Account Type******* *******Account Owner***** ******Account Opps/Deals******** ****Closed Won • Aug 24****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 BankManager Trade DeskDec 03- Jan 06
Brent FelixPresidentView Profile, brent felixJenny SmalleyManager CEO CommunicationsView Profile, jenny smalleyZachary GoldbergVice President Entertainment And HospitalityView Profile, zachary goldberg