Account Type***** *******Account Owner****** ********Account Opps/Deals*** ***Closed Won • Nov 24**K $Closed
******** *******Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Catalyst Corporate Federal Credit UnionInvestment OfficerJul 21 - PresentTD Ameritrade InstitutionalProducing Sales ManagerJun 12- Apr 21Td AmeritradeRegional Fixed Income SpecialistFeb 08- May 12
Sandeep KumarS R Accounts Tax OfficerView Profile, sandeep kumarHeather GardnerState And Local Tax SeniorView Profile, heather gardnerLuke Lally Financial AdviserFinancial AdviserView Profile, luke lally - financial adviser