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
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
John GlassAccount ExecutiveView Profile, john glassEddie OrtegaSales Director U S And Latin AmericaView Profile, eddie ortegaElias VoelkerVP North America For CheckmkView Profile, elias voelker