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
Nationwide FinancialRegional Annuity WholesalerDec 24 - PresentAmg WealthSenior Investment ConsultantApr 22- Dec 24ChaseRelationship BankerDec 18- Apr 22
Megan McklindonCorporate ControllerView Profile, Megan McklindonSajal SharmaVendor Manager III TD SecuritiesView Profile, Sajal SharmaGreg IvancichChief Financial OfficerView Profile, Greg Ivancich