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
TiaaDirector, Investment and Advisory CenterApr 11 - PresentJpmorganchaseLicensed Personal BankerNov 09- Apr 11
Lee TaylorAccounts ManagerView Profile, Lee TaylorPrasad MamidiAccountantView Profile, Prasad MamidiBruce LaveryAccounting ManagerView Profile, Bruce Lavery