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
Heritage Financial Services LlcRetiredMar 15- Jun 22Bny PershingDirector, Sr. Relationship ManagerMar 10- Jan 15