Account Type******** ********Account Owner*** ********Account Opps/Deals***** ********Closed Won • Mar 25****K $Closed
**** ****Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
TiaaFinancial Services ConsultantAug 17 - PresentWells Fargo AdvisorsWBS Marketing Client AssociateJan 16- Jan 17
Becky YuAssistant ControllerView Profile, Becky YuLaurie WalterAccounting Representative Operations ManagerView Profile, Laurie WalterSteve TuhySpecialty UnderwriterView Profile, Steve Tuhy