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
Ashley MckellaManaging DirectorView Profile, Ashley MckellaJacob GerzsikAssociate Project ManagerView Profile, Jacob GerzsikDavid NasonChief Executive Officer TIAA Wealth Management Advice SolutionsView Profile, David Nason