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
WorkivaIndustry Principal, Investments and Financial ServicesDec 12 - PresentVanguardRelationship ManagerJan 97- Jan 10MetlifeFinancial Planner/Investment AdvisorJan 92- Jan 97
Sally YoonSenior AccountantView Profile, Sally YoonMoonish SoodBusiness Leader Financial Services Europe UK APACView Profile, Moonish SoodCheryl LimSenior Finance ManagerView Profile, Cheryl Lim