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
Finemark National Bank TrustAVP, Addepar & Client Reporting ManagerJan 25 - PresentAlliancebernsteinConsolidated Reporting Product OwnerNov 18- Dec 24UbsOperations Client Service SpecialistAug 18- Oct 18
Alicia JagerVP Franchise InnovationView Profile, Alicia JagerEric AlmeidaStrategic Partnerships Project ManagerView Profile, Eric AlmeidaShoma SinhaFounder PrincipalView Profile, Shoma Sinha