Account Type******* ****Account Owner*** ********Account Opps/Deals***** *****Closed Won • Dec 24****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
Stephanie BeckstromTreasury Analyst IView Profile, stephanie beckstromAlina JFinancial ControllerView Profile, alina j.Gary WarnerTax DirectorView Profile, gary warner