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
TiaaWealth Management AdvisorAug 17 - PresentBlue Horseshoe Part Of AccentureSales ExecutiveApr 16- Jun 17Sheaff Brock Investment AdvisorsBusiness Development ManagerNov 13- Mar 16
Shelagh LaffertyFinance Manager FP A Consolidation And FunctionsView Profile, Shelagh LaffertyJohn MulveyDivision Credit Risk Manager For Business DirectView Profile, John MulveyMarianne ShaddrixSenior Manager Of Grant Funding ComplianceView Profile, Marianne Shaddrix