Account Type******* ******Account Owner**** ***Account Opps/Deals**** *****Closed Won • Mar 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
Mike MooneyPresidentView Profile, Mike MooneyBrad FisherGrandpaView Profile, Brad FisherKevin ZawodzinskiChief Customer Officer AmericasView Profile, Kevin Zawodzinski