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
TiaaFinance ManagerOct 18 - PresentUniversity Of California Santa CruzFinancial AnalystMay 16- Oct 18U S BankUniversal BankerOct 13- Apr 16
David BrownGroup CFOView Profile, David BrownWilliam YoungPortfolio ManagementView Profile, William YoungDavid FultonChief Financial Officer Chief Operating OfficerView Profile, David Fulton