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
Andrew Layton HillService Operations DirectorView Profile, Andrew Layton HillEamonn NestorSenior Vice President OperationsView Profile, Eamonn NestorAdam BeckerSenior Director Operations PerformanceView Profile, Adam Becker