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
Nuveen A Tiaa CompanyAssistant Vice President, Private Wealth Internal Advisor ConsultantAug 22 - PresentMerrill LynchRegistered Wealth Management Client AssociateApr 21- Jul 22AigFinancial Lines UnderwriterSep 19- Apr 21
Daniel DermanManaging Director Head Of Capital Markets Sales TradingView Profile, daniel dermanChuck TrascrittiVice President Of SalesView Profile, chuck trascrittiMark BishoppChief Growth OfficerView Profile, mark bishopp