Account Type******* ********Account Owner***** ********Account Opps/Deals*** ****Closed Won • Nov 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
Victor ElezajSenior Trust Wealth StrategistView Profile, victor elezajGeorgie DoblePayroll Operations SpecialistView Profile, georgie dobleVani KumarSenior Audit AccountantView Profile, vani kumar