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
TiaaWealth Management Lead AdvisorSep 12 - PresentPncWealth Managment Channel Development AdvisorJul 09- Aug 12Wells FargoFinancial AdvisorSep 06- Aug 09
Marty SmallSCORE MentorView Profile, Marty SmallLuisina GotteroFinancial AnalystView Profile, Luisina GotteroPeter Reyn HoldenCFOView Profile, Peter Reyn Holden