Account Type****** *****Account Owner****** ******Account Opps/Deals****** ***Closed Won • Feb 25***K $Closed
*** ******Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
TiaaChief Investment Officer, TIAA Wealth ManagementApr 23 - PresentBank Of AmericaHead of Portfolio Strategy, Chief Investment Office, Merrill Lynch / Private Wealth / Private BankJan 18- Jan 23Merrill LynchMD, Director of Portfolio Strategy, Merrill Lynch Private BankingJan 07- Jan 18
Scott MullinsFractional CMO And Business AdvisorView Profile, Scott MullinsHelen HsuChief Financial OfficerView Profile, Helen HsuKari VetschChief Financial OfficerView Profile, Kari Vetsch