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
Ron LevinCustomer Relations ManagerView Profile, Ron LevinTaylor RubioClient ConciergeView Profile, Taylor RubioCamilo SierraTechnical Support ManagerView Profile, Camilo Sierra