Account Type****** ******Account Owner***** ********Account Opps/Deals***** ******Closed Won • Oct 24***K $Closed
******* ********Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
VestwellVP, FP&AJan 22 - PresentPrudential FinancialBusiness Intelligence Director: Full Service Solutions, RetirementJul 15- Jan 22BloombergSenior Financial Analyst: Bloomberg TerminalMay 11- Jun 15
Jim CoccimiglioSenior Vice President National Real Estate Group Commercial Banking TD Bank GroupView Profile, jim coccimiglioNicholas StergisManaging Director Investment BankingView Profile, nicholas stergisDominic BeaSecuritized Products Senior Vice PresidentView Profile, dominic bea