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
CressetExecutive Assistant to Chief Investment OfficerFeb 18 - PresentBmo Wealth Management U SExecutive Assistant Dec 00- Feb 18
Lauren CecilExecutive Director Of Development And Alumni RelationsView Profile, Lauren CecilSara LambertoVice President Platform Solutions Retirement WealthView Profile, Sara LambertoGarfield CooreEVPView Profile, Garfield Coore