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
DrivewealthVice President, Corporate Development & StrategyMay 23 - PresentBank Of AmericaInvestment Banking Vice PresidentAug 22- May 23Houlihan LokeyInvestment Banking Vice PresidentNov 20- Aug 22
Matt AlbertineSenior Vice PresidentView Profile, Matt AlbertineGeva RosenthalVP Experience InnovationView Profile, Geva RosenthalBill CadieuxVice President ProjectsView Profile, Bill Cadieux