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 AdvisorJan 21 - PresentScottradeBranch ManagerOct 05- Mar 18Td AmeritradeInvestment ConsultantAug 99- Oct 05
Ajay AnantFinancial Analyst 2View Profile, ajay anantReyam MustafaAccountantView Profile, reyam mustafaShawn DacruzWealth AdvisorView Profile, shawn dacruz