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
April SimonsonTeam Lead Quality AssuranceView Profile, april simonsonTheresa LattinTechnical Project ManagerView Profile, theresa lattinEric RonAdministrator And Special Project ManagerView Profile, eric ron