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
TiaaManaging Director, Market Leader - New YorkJun 12 - PresentCitizensRelationship Manager - Wealth Management DivisionSep 09- Jun 12Td AmeritradeFinancial ConsultantJan 09- Sep 09
Chelsea HancockDirector Of Global Marketing CommunicationsView Profile, Chelsea HancockMay Leng KwokHead Of Market Development GlobalView Profile, May Leng KwokAveril WuHead Of MarketingView Profile, Averil Wu