Account Type**** ********Account Owner**** *****Account Opps/Deals****** ******Closed Won • Nov 24**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
Patrick ZanoniStartup CFOView Profile, patrick zanoniMatthew SoloffExecutive Vice President And CFOView Profile, matthew soloffRich StollerVP Finance And OperationsView Profile, rich stoller