Account Type**** *****Account Owner**** *****Account Opps/Deals******** ********Closed Won • Oct 24**K $Closed
******** *******Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Nuveen A Tiaa CompanyWealth Management AdvisorOct 24 - PresentTiaaSenior Director, Institutional Retirement Plan SalesSep 10- Oct 24Bank Of AmericaFinancial AdvisorSep 03- Mar 08
Ed PreedyDirector Of Sales And Business DevelopmentView Profile, ed preedyAndrew WillisManager Strategic Channel SalesView Profile, andrew willisJennifer MarianDirector Of Sales New Business Equifax CommercialView Profile, jennifer marian