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