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
Nuveen A Tiaa CompanyInternal Advisor ConsultantAug 22 - PresentMerrill LynchRegistered Wealth Management Client AssociateApr 21- Jul 22AigFinancial Lines UnderwriterSep 19- Apr 21
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