Account Type******** ****Account Owner*** ********Account Opps/Deals******** *******Closed Won • Jul 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
Manuel Mata MorenoJefeView Profile, manuel mata morenoAnna A HongManaging DirectorView Profile, anna a hongLeanne PetersFreelance Editor And Project ManagerView Profile, leanne peters