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
Nuveen A Tiaa CompanyWealth Advisor ConsultantJul 23 - PresentLord Abbett Co LlcRegional ManagerMar 17- Jul 23UbsFinancial AdvisorDec 15- Feb 17
Wendy HoAssistant AccountantView Profile, wendy hoGuncha GargAssociateView Profile, guncha gargAlex TungInvestorView Profile, alex tung