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
Zheng ChenResearch Staff MemberView Profile, zheng chenEmmet ByrneDesign DirectorView Profile, emmet byrneGeorge SmithConsultantView Profile, george smith