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
Emoney AdvisorManager, Financial WellnessJul 21 - PresentNew York UniversityAdjunct FacultyJan 23 - PresentFinancial Therapy Clinical InstituteBoard MemberJan 23 - Present
Tai RanalloPrivate Banking Relationship ManagerView Profile, tai ranalloShannon KiefControllerView Profile, shannon kiefJulie KirklandCFOView Profile, julie kirkland