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
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
Doug SparrowVP Strategic Commercial Teams North AmericaView Profile, doug sparrowSteve HoodmakerSr Director Global Alliances And ChannelsView Profile, steve hoodmakerRan FridmanChief Revenue Officer CROView Profile, ran fridman