Account Type*** ********Account Owner******* ********Account Opps/Deals*** ****Closed Won • Oct 24**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
Cathy GroosAdjunct ProfessorView Profile, cathy groosAdam DunstPartnerView Profile, adam dunstPrerna ChatterjeeSenior Manager SustainabilityView Profile, prerna chatterjee