Account Type******** *******Account Owner*** ********Account Opps/Deals******* *******Closed Won • Jan 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
Sherri MatukeSenior Vice President Operations DirectorView Profile, Sherri MatukeGlen TaylorVice President OperationsView Profile, Glen TaylorDan RuedaVice President Eastern US OperationsView Profile, Dan Rueda