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
TiaaVice President Wealth Management AdvisorNov 18 - PresentM T BankFinancial Advisor Jan 15- Nov 18HsbcBranch Relationship BankerOct 09- May 12
Scott ChambersChief Financial OfficerView Profile, Scott ChambersPatrick TierneyChief Financial OfficerView Profile, Patrick TierneyColleen Wack GotlingVP Product And Financial PlanningView Profile, Colleen Wack Gotling