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
TiaaSenior Manager, Product ProficiencyOct 14 - PresentSecuSENIOR FINANCIAL SERVICES REPRESENTATIVEJan 12- Oct 14ScottradeINTERNDec 10- Jan 12
Jay RaulersonDirector Solutions ConsultingView Profile, Jay RaulersonVinayak BeheraPrincipal Product ManagerView Profile, Vinayak BeheraAngela Bruce SvasekSolution Product Owner SrView Profile, Angela Bruce Svasek