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
CressetExecutive Assistant to Chief Investment OfficerFeb 18 - PresentBmo Wealth Management U SExecutive Assistant Dec 00- Feb 18
Joe YoungVice President Global Partner Development Strategic AlliancesView Profile, joe youngChad DawsonExecutive Producer Via HH GlobalView Profile, chad dawsonTony JonesSVP Enterprise Digital Group ManagerView Profile, tony jones