Account Type**** *****Account Owner****** ********Account Opps/Deals**** ****Closed Won • Feb 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
Wisam QawasmehVice President Of SalesView Profile, Wisam QawasmehMark MccullochVP Sales Marketing TechnologyView Profile, Mark MccullochKaren Defilippi LowVice President Of SalesView Profile, Karen Defilippi Low