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
CompassLicensed Real Estate SalespersonJul 23 - PresentBlackrockVice President, US Wealth Advisory Channel MarketingMay 13- Jul 23Bernstein Private Wealth ManagementPrivate Client AssociateMar 12- Apr 13
Sharlene XuNamed Account Executive Mid Commercial High TechView Profile, sharlene xuAnna KairisaDigital Account ManagerView Profile, anna kairisaMargaret ThompsonHQ Direct Sales ManagerView Profile, margaret thompson