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
Nuveen A Tiaa CompanyWealth Advisor ConsultantJul 23 - PresentLord Abbett Co LlcRegional ManagerMar 17- Jul 23UbsFinancial AdvisorDec 15- Feb 17
Moshe HukayloDirector Of FinanceView Profile, Moshe HukayloMadison KlingenschmittAccounts Receivable AccountantView Profile, Madison KlingenschmittLawrence FodgeAssociate PrincipalView Profile, Lawrence Fodge