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 Retirement Services / Brokerage / Dallas Branch Office ManagerAug 05 - PresentOhio National Financial ServicesFinancial AdvisorAug 03- Jul 05
Keith HoganDirector Of Finance Corporate ControllerView Profile, keith hoganAleck LiuInvestment Banking AssociateView Profile, aleck liuDavid KownatorGroup CFOView Profile, david kownator