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 Retirement Services / Brokerage / Dallas Branch Office ManagerAug 05 - PresentOhio National Financial ServicesFinancial AdvisorAug 03- Jul 05
Jenn HoernleinControllerView Profile, Jenn HoernleinJodi RinardControllerView Profile, Jodi RinardChristine MakhamraSenior Manager Private Equity GroupView Profile, Christine Makhamra