Account Type****** ****Account Owner****** ********Account Opps/Deals**** ****Closed Won • Jan 25***K $Closed
*** ********Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
TiaaWealth Management AdvisorJan 21 - PresentScottradeBranch ManagerOct 05- Mar 18Td AmeritradeInvestment ConsultantAug 99- Oct 05
David SFinancial AdvisorView Profile, David SMansi PrasadFinancial AnalystView Profile, Mansi PrasadSergej NeumannProduct Owner Fin OpsView Profile, Sergej Neumann