Account Type****** ******Account Owner****** *******Account Opps/Deals******* ******Closed Won • Feb 25****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Aml RightsourceEVP, Technology SalesAug 21 - PresentIpr SecureExecutive Vice PresidentJul 13- Aug 14SeiManaging Director of Wealth Management ServicesJan 93- Feb 12
Shaun GlussVice President SalesView Profile, Shaun GlussAndrea GoldbergVice President FP A Lifestyle DivisionView Profile, Andrea GoldbergMolly AikenVP Enterprise SalesView Profile, Molly Aiken