Account Type***** ***Account Owner**** ****Account Opps/Deals******* ********Closed Won • Mar 25**K $Closed
*** ****Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Bny WealthVice President, Wealth ManagerNov 22 - PresentWilmington TrustVice President, Investment AdvisorJul 15- Oct 22University Of PennsylvaniaInformation Center SpecialistSep 12- May 15