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
Carson WealthManaging Director, Wealth AdvisorApr 20 - PresentBoston Financial Data ServicesOperationsJan 03- Jan 04
Kathy RigneySenior Vice President Senior Production Services ManagerView Profile, kathy rigneyMark CosenzaSenior Vice PresidentView Profile, mark cosenzaSusi MingVP Operational Risk ManagementView Profile, susi ming