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
Boyd Watterson Asset ManagementVice President - Client ServiceFeb 25 - PresentAmalgamated BankFirst Vice President - Trust Relationship ManagerMay 22- Jan 25Corry Capital AdvisorsInstitutional Investor RelationsMar 19- Aug 20
Alberto MartinezSVP Head Of Client Infrastructure Technology And AI DevelopmentView Profile, Alberto MartinezCheryl NishitaVice President Client Experience ManagerView Profile, Cheryl NishitaSusan WaffordVice President Implementation ServicesView Profile, Susan Wafford