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
TiaaSr. Director Advisory and Financial Consulting Apr 16 - PresentArmy National GuardCompany CommanderMay 09- Aug 16Ameriprise Financial Services LlcManagerJun 12- Apr 16
Kim HochfeldSenior Managing Director Global Head Of CashView Profile, Kim HochfeldSameet Shah FcaFinance DirectorView Profile, Sameet Shah FcaCraig PriceFinancial DirectorView Profile, Craig Price