Account Type***** ********Account Owner***** *****Account Opps/Deals***** ***Closed Won • Feb 25***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
TiaaSenior Managing Director and Head of Wealth Strategy, TIAA Wealth ManagementAug 23 - PresentJpmorganchaseHead - US Wealth Management StrategyFeb 14- Aug 23Prtm Management ConsultantsAssociateJun 08- Aug 08
Preeti PanditDirector Transformation ManagementView Profile, Preeti PanditKristy McmillonSenior Director Growth Strategy ExecutionView Profile, Kristy McmillonJennifer DambergDirector Content Strategy Programming TeamView Profile, Jennifer Damberg