Account Type******* ********Account Owner******** ****Account Opps/Deals******* *****Closed Won • Feb 25****K $Closed
*** *******Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
TiaaSenior Director Retirement Services / Brokerage / Dallas Branch Office ManagerAug 05 - PresentOhio National Financial ServicesFinancial AdvisorAug 03- Jul 05
Jen KempChief Accounting Officer Interim CFOView Profile, Jen KempMaximilian LawsonCapital MarketsView Profile, Maximilian LawsonChristine CourtneyDirector Of Investor RelationsView Profile, Christine Courtney