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
NavientManaging Director- Corporate TaxMar 09 - PresentMorgan StanleyExecutive Director- TaxJan 96- Jan 09Prudential FinancialAssistant Vice President- TaxFeb 93- Jul 96
Jesse FunesSenior Vice President Of Financial Planning AnalysisView Profile, jesse funesBradley FinklePresident TIAA CREF FundsView Profile, bradley finkleEric WilderPartner Chief Financial OfficerView Profile, eric wilder