Account Type*** *******Account Owner*** ********Account Opps/Deals**** ***Closed Won • Oct 24****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
John McilwraithDirector Specialty Enablement StrategiesView Profile, john mcilwraithManuel PolBusiness ConsultantView Profile, manuel polDeborah KermanSr Certification Exam Development Program ManagerView Profile, deborah kerman