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
TiaaFinancial Services ConsultantMar 23 - PresentTata Consultancy ServicesFinancial RepresentativeJan 23- Mar 23World Financial Group WfgInsurance AgentDec 16- Jan 23
Jana WalkerFractional ControllerView Profile, Jana WalkerDavid AdugnaAccount Administrator Financial ServicesView Profile, David AdugnaDuncan HancockInvestment DirectorView Profile, Duncan Hancock