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 Director, Chief Client Marketing Compliance OfficerApr 16 - PresentLpl FinancialHead of Senior Investors & Advisors Compliance, AVP | Office of Compliance Counsel, GRCOct 10- Nov 15Wells FargoVice President, Corporate & Investment Banking | Capital Markets, M&A, Private Finance, Control RoomMar 01- Aug 09
Rob Steven WilliamsCo Founder President CMO Director Board MemberView Profile, Rob Steven WilliamsDeirdre GChief Marketing OfficerView Profile, Deirdre GJosh FishbeinChief Commercial OfficerView Profile, Josh Fishbein