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
PmaRegional Funding DirectorMay 15 - PresentPncAVP - Private Client Group Relationship ManagerJan 07- Apr 15ThriventFinancial AssociateNov 05- Jan 07
Verity CubittCo Head Of UK PBSA ValuationView Profile, Verity CubittNir AgamiHead Of Global Treasury Payment AdvisoryView Profile, Nir AgamiAlexander Xander JonesDirector Of Professional Services Group Tax ProvisionView Profile, Alexander Xander Jones