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
TiaaHead of Wealth DistributionApr 23 - PresentHsbcHead of Wealth and Personal Banking, US Jan 04- Apr 23ChaseVP - Small Business Banking Customer Segment ManagerJan 93- Jan 04
Kirsten StrandDirector Donor RelationsView Profile, Kirsten StrandTim LimSenior Director FP AView Profile, Tim LimCharles Del ToroPartner International Tax Venture CapitalView Profile, Charles Del Toro