Account Type*** *****Account Owner**** ******Account Opps/Deals******** ***Closed Won • Nov 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
Dyamond PerryGeneral ManagerView Profile, dyamond perryJon HowellsManaging DirectorView Profile, jon howellsRachel RomanExecutive Assistant Manager OfficeView Profile, rachel roman