Account Type******** *******Account Owner******** ****Account Opps/Deals***** *****Closed Won • Jan 25**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
Matt JurickSenior Director Of Sales North AmericaView Profile, Matt JurickNalin VahilVP Sales And Customer SuccessView Profile, Nalin VahilAdey MoorheadExecutive ProducerView Profile, Adey Moorhead