Investsuite
Business Development Advisor
Folio Investing
Enterprise Sales and Relationship Management
E*TRADE Financial Corporation
VP - Relationship Management of E*TRADE Securities and EVP of E*TRADE Capital Management
Tradeweb
Head of Advisor Tools and Portfolio Analytics and Enterprise Sales
Advintro
Co-Founder
BMO Financial Group
Director of Capital Markets - Harrisdirect
Responsive Capital Management
VP - Global Sales
Tax Status Inc
Vice President of Sales
Meniga
Co-Head of North American Sales
Stake PBC
Global Sales and Partnership Development
University of St. Thomas
