Account Type******** *******Account Owner******** ****Account Opps/Deals****** *******Closed Won • Mar 25***K $Closed
******* ******Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
TiaaSr. Relationship ManagerNov 20 - PresentFidelity InvestmentsSr. Relationahip Manager/Sr. Managing DirectorJul 89- Jul 11