Account Type*** ******Account Owner******* *******Account Opps/Deals**** ********Closed Won • Oct 24***K $Closed
******** *******Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Annex Wealth ManagementChief Compliance OfficerSep 19 - PresentTd Ameritrade InstitutionalClient Experience Panel (formerly known as Operations Panel)Jun 16- Jan 19
Kori RegisterRecruitment Compensation LeadView Profile, kori registerKrista BranchManager People OperationsView Profile, krista branchShannon RajoelinaDirector Of PeopleView Profile, shannon rajoelina