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
Wells FargoSenior Risk OfficerSep 19 - PresentTiaaAssociate Operational Risk ManagerFeb 14- Aug 19VanguardBusiness Analyst/FINRA ComplianceFeb 07- Feb 14
Beverley SmithSenior UnderwriterView Profile, Beverley SmithDavid CapozziSenior Fianancial AdvisorView Profile, David CapozziAustin FettigStrategic Finance ManagerView Profile, Austin Fettig