Account Type****** ***Account Owner**** ***Account Opps/Deals***** ****Closed Won • Aug 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
Brian FraleyDirector Of EducationView Profile, brian fraleySlawomir UssPartnerView Profile, slawomir ussPhyllis BendellEditor In ChiefView Profile, phyllis bendell