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
TiaaManaging DirectorOct 18 - PresentLpl FinancialVice President - Cash ManagementJul 15- Oct 18Bank Of AmericaGWIM Senior Compliance ManagerMay 14- Jul 15
Kristen MertensFloor Director Stage Manager A 2 Camera OperatorView Profile, Kristen MertensAmy SchnarrenbergerSenior Advancement ConsultantView Profile, Amy SchnarrenbergerAviv TsarfatyStartup Business DevelopmentView Profile, Aviv Tsarfaty