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
Shane SweeneyRegional Vice President At Guggenheim InvestmentsView Profile, Shane SweeneyKenny OngManaging Director Sony Music Malaysia Singapore Vietnam And Special Projects Southeast AsiaView Profile, Kenny OngAmit ShalevVice President Growth Sales PartnershipsView Profile, Amit Shalev