Account Type*** *****Account Owner**** *****Account Opps/Deals****** *****Closed Won • Dec 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
Jeff LockPrincipal Contact Center FSAView Profile, jeff lockGualberte DantinAOG Customer ServiceView Profile, gualberte dantinShelley BrownCustomer Service RepresentativeView Profile, shelley brown