Account Type******* ******Account Owner*** ****Account Opps/Deals******** *******Closed Won • Feb 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
Vijay DevarajManaging DirectorView Profile, Vijay DevarajPeter HoeggerVice President Global Process Compliance OperationsView Profile, Peter HoeggerJeff BoughtonVice President Operations Revenue Sales MarketingView Profile, Jeff Boughton