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
UbsExecutive Director, Head of Workplace Wealth Solutions- SalesMay 22 - PresentBank Of America Merrill LynchDirector, Divisional Sales Manager, Retirement Plan SalesMar 15- Apr 22Wells FargoSenior Vice President - DCIO SalesApr 12- Mar 15
Eric CrivellaVice President Of Sales And Business DevelopmentView Profile, Eric CrivellaDale MalcolmVice President Sales And MarketingView Profile, Dale MalcolmRyan BaschVP SalesView Profile, Ryan Basch