Account Type******** *******Account Owner******** ********Account Opps/Deals******** *****Closed Won • Aug 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
Kelsey WellsEnvironmental Institute Co DirectorView Profile, kelsey wellsGeoff RevellePartnerView Profile, geoff revelleAmit HirschLecturerView Profile, amit hirsch