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
Ryan DopkinVP Finance ControllerView Profile, ryan dopkinSue Nabeth MooreCo FounderView Profile, sue nabeth mooreAbdel JellalNational Sales ManagerView Profile, abdel jellal