Account Type*** ***Account Owner******** *****Account Opps/Deals****** ******Closed Won • Feb 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
James RivestCustomer Service Manager Eastern RegionView Profile, James RivestKerri ZwolakDirector Of Service Coordination LTSSView Profile, Kerri ZwolakChelsea BolingerSupport ManagerView Profile, Chelsea Bolinger