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
CaptrustSenior Director | Head of Wealth Management SalesAug 19 - PresentBny PershingDirector | Advisor SolutionsMay 12- Jan 19Charles SchwabManaging Director | Executive ServicesJan 94- May 12
Lyell SumagaysayHead Of CommercialView Profile, Lyell SumagaysayStuart AveryDirector Of Sales Engineering Mtn Desert EnterpriseView Profile, Stuart AverySteve HarrisHead Of Sales AmericasView Profile, Steve Harris