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
PncVP, Treasury Management - Relationship ManagerSep 20 - PresentBroadridgeCorporate Actions Event ManagerJul 15- Sep 20ComputershareCorporate Actions Account ManagerJan 12- Jul 15
Jenn PeraltaIndependent Financial ConsultantView Profile, jenn peraltaJeh MoryInvestment AnalystView Profile, jeh moryBrad DavisDirector Personal Retirement PlanningView Profile, brad davis