Account Type****** ****Account Owner***** ****Account Opps/Deals*** ******Closed Won • Oct 24***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
Chelsie NeillTax Cost Reporting AnalystView Profile, chelsie neillYehuda FemanAT Treasury Solutions OfficerView Profile, yehuda femanRebecca WestRelationship BankerView Profile, rebecca west