Account Type****** ******Account Owner******** ***Account Opps/Deals****** *****Closed Won • Oct 24**K $Closed
***** ******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Juniper SquareInvestor Services ManagerNov 21 - PresentSs C TechnologiesAssociate Manager - Investor ServicesAug 18- Nov 21Charles SchwabRelationship Specialist - Estate Services Oct 17- Jul 18
Tanya McculloughDirector RCMView Profile, tanya mcculloughSamanta FerreriVIP Program Manager EMEAView Profile, samanta ferreriCharu ChandrasekharPartnerView Profile, charu chandrasekhar