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
Bank Of AmericaMD, Head of Advanced Client Solutions and Sales PerformanceOct 21 - PresentBank Of America Merrill LynchManaging Director, Head of Wealth Management Client ServiceNov 11- Oct 21AnzAPAC Regional Head of Client Service Jan 01- Oct 11
Lauren PalmacciRegional Vice President Of SalesView Profile, lauren palmacciJudy ErdmanVice President RIA Segment Fidelity InstitutionalView Profile, judy erdmanAmir GanonVP Sales Marketing InternationalView Profile, amir ganon