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
TiaaWealth Management Lead AdvisorSep 12 - PresentPncWealth Managment Channel Development AdvisorJul 09- Aug 12Wells FargoFinancial AdvisorSep 06- Aug 09
Larry GreenwayControllerView Profile, larry greenwayRa L Gonz Lez ContrerasSenior Corporate ControllerView Profile, ra l gonz lez contrerasBalint FelszeghyHead Of Retail Risk ValidationsView Profile, balint felszeghy