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
Finemark National Bank TrustAVP, Addepar & Client Reporting ManagerJan 25 - PresentAlliancebernsteinConsolidated Reporting Product OwnerNov 18- Dec 24UbsOperations Client Service SpecialistAug 18- Oct 18
Pamela ConteAdvisorView Profile, Pamela ConteDavid BryanPartnerView Profile, David BryanTheresa KalohnDirector Of FacilitiesView Profile, Theresa Kalohn