Account Type****** ****Account Owner**** *****Account Opps/Deals*** ******Closed Won • Dec 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
Danielle JacobInvestment Banking AnalystView Profile, danielle jacobPaul FaureTrader InternView Profile, paul faurePeyton LaneAssociateView Profile, peyton lane