Account Type*** *******Account Owner******** *****Account Opps/Deals******** *****Closed Won • Dec 24**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
Farhan AliSenior AccountantView Profile, farhan aliEmily NguyenCFOView Profile, emily nguyenEoin RedmondGroup Chief Financial Officer CSOView Profile, eoin redmond