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
Wells FargoHead of Financial HealthAug 19- Dec 23Wells Fargo AdvisorsManaging Director, Digital & Automated InvestingAug 12- Aug 19CitiDirector, Citigold Value PropositionMar 05- Jul 12
Alastair PateGroup Head Of Investor RelationsView Profile, Alastair PateJosh LevitchFinance DirectorView Profile, Josh LevitchDru EstradaDirector Of FinanceView Profile, Dru Estrada