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
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
Jackie FunkVice President Channel Sales And Global Channel OperationsView Profile, jackie funkFrank FleischmanExecutive Vice President Of Sales And Chief Marketing OfficerView Profile, frank fleischmanRichard GutierrezSenior Director Partnership SalesView Profile, richard gutierrez