Account Type****** ********Account Owner**** ***Account Opps/Deals****** ********Closed Won • Nov 24**K $Closed
****** *****Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
VestmarkRelationship Manager \ Staff Account ManagerOct 14 - PresentJohn Hancock Investment ManagementFund Administration \ Treasury - Expense Analysis ManagerApr 13- Oct 14State StreetVIce President - USISJan 04- Jan 12
Carl SavonaAccount Executive Mid MarketView Profile, carl savonaDaniel RichardsGTM Director Americas Sales Strategy Solutions SuccessView Profile, daniel richardsConnie StresselLoan AdvisorView Profile, connie stressel