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
Bank Of AmericaSenior Vice President, ultra-high-net-worth segment marketingSep 05- May 15Morgan StanleyFinancial AdvisorJan 98- Jan 00Fidelity InvestmentsSenior Account Executive, Charitable Gift FundJan 94- Jan 98
Lexi McdanielContent Marketing StrategistView Profile, Lexi McdanielEmma GrayDigital Communications AdvisorView Profile, Emma GrayNicole ViteraBrand Engagement ManagerView Profile, Nicole Vitera