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
TiaaManager, Senior Change Management Practictioner/Wealth Business EnablementJan 13 - PresentJpmorganchaseBranch ManagerJan 07- Jan 12
Patrick SteedSenior Associate Fin Tech Investments PartnershipsView Profile, Patrick SteedRoberto ValenteSenior AP SpecialistView Profile, Roberto ValenteToni LombardoDirector Of Finance And OperationsView Profile, Toni Lombardo