Account Type**** ********Account Owner******** ********Account Opps/Deals****** *******Closed Won • Feb 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
Wes MiddletonVice President Major Account Sales Kansas City St LouisView Profile, Wes MiddletonMichelle RainesVice President Retail Sales ServiceView Profile, Michelle RainesJoe KhalilVice President Of SalesView Profile, Joe Khalil