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
Equity Trust CompanySenior Manager, Investment OperationsMay 20- May 24New Direction Trust CompanyInstitutional Relationship ManagerSep 19- Apr 20
Conor MullinsSenior Associate Financial ServicesView Profile, Conor MullinsDavid HawksManager Cash Operations Treasury AccountingView Profile, David HawksKelly KSenior Revenue AccountantView Profile, Kelly K