Account Type****** ******Account Owner****** *****Account Opps/Deals*** ********Closed Won • Jan 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
Conner CressMarketer Demand ActivationView Profile, Conner CressAndy FongSr Manager US Client Marketing Business Planning OpsView Profile, Andy FongBrett BurinMarketing Sales Service CX Ford ChinaView Profile, Brett Burin