Account Type****** ******Account Owner***** ***Account Opps/Deals****** ******Closed Won • Oct 24**K $Closed
**** *******Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
BroadridgeVice President, Strategy & Business DevelopmentMar 20 - PresentForwardlane IncAdvisory Board MemberMar 18 - PresentThomson ReutersHead of Wealth Management Business SolutionsNov 02- Nov 18
Craig MakiChief Strategy Officer CSOView Profile, craig makiKate DrewsSr Director Revenue Operations StrategyView Profile, kate drewsSuranga SamarakoonSenior Director Global Strategy AnalyticsView Profile, suranga samarakoon