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
TiaaVice President Wealth Management AdvisorNov 18 - PresentM T BankFinancial Advisor Jan 15- Nov 18HsbcBranch Relationship BankerOct 09- May 12
Lisa BakerCFO At Liv TechView Profile, Lisa BakerJennifer TaylorSVP Treasury Management Sales Officer IIIView Profile, Jennifer TaylorMatteo MarchettaChief Financial OfficerView Profile, Matteo Marchetta