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
Apex Fintech SolutionsHead of AdvisoryOct 20 - PresentTd Ameritrade InstitutionalVP, Institutional Sales - Strategic Relationship Management Oct 14- Oct 20Axa UsManager, Office of the Chairman & CEO - AXA USJan 14- Oct 14
Tom ColganAssociate CIO Projects Director M AView Profile, Tom ColganTrey DavisStrategy And OperationsView Profile, Trey DavisSaul IvesVP Of Business DevelopmentView Profile, Saul Ives