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
TiaaSenior Director, Wealth Sales & Solutions Coaching Regional ManagerJun 24 - PresentCitizensSVP, Wealth High Net Worth National ManagerSep 22- Jun 24Wells Fargo Private BankVP, Private Wealth AdvisorNov 19- Sep 22
Ony RandrianatoavinaAccount ExecutiveView Profile, Ony RandrianatoavinaDaniel MrukDirector Business DevelopmentView Profile, Daniel MrukNicole ShulmanAccount ExecutiveView Profile, Nicole Shulman