Account Type***** ********Account Owner****** *****Account Opps/Deals******** *******Closed Won • Jan 25****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
Dean ShudariInvestorView Profile, Dean ShudariAmanda J GunterDay TraderView Profile, Amanda J GunterMary CormierUnderwriterView Profile, Mary Cormier