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
Heritage Financial Services LlcRetiredMar 15- Jun 22Bny PershingDirector, Sr. Relationship ManagerMar 10- Jan 15
Vanessa WellsHR AnalystView Profile, Vanessa WellsSheila LopesPeople Culture LeadView Profile, Sheila LopesDelis FraserManager People Enablement And CapabilityView Profile, Delis Fraser