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
Cerity PartnersChief Training and Quality OfficerFeb 23 - PresentGoldman Sachs AycoVice President, Goldman Sachs Personal Financial ManagementJun 00- Jul 22