Account Type**** ***Account Owner******** *****Account Opps/Deals*** *****Closed Won • Dec 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
Thomas FurnasManaging DirectorView Profile, thomas furnasMaxim BrownEditorial DirectorView Profile, maxim brownAshleigh DunnCompetency AdministratorView Profile, ashleigh dunn