Account Type****** ***Account Owner******** ******Account Opps/Deals**** ***Closed Won • Nov 24***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Money Management InstituteExecutive Vice President Chief Membership OfficerJan 22 - PresentPhoenix Investment PartnersVice President, Advisor DevelopmentJan 01- Jan 02TiaaVice President Investment ServicesJan 97- Jan 00
Andrew WyllieSenior Director PharmacyView Profile, andrew wyllieRand GinsburgSenior Vp Asset ServicesView Profile, rand ginsburgStacey WeikelVice PresidentView Profile, stacey weikel