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
SeiHead of RIA Client Experience, Business Development, and StrategyMay 22 - PresentCressetManaging Director, Corporate DevelopmentMay 21- May 22E Trade From Morgan StanleyMD, Head of Business Management & Strategy, Advisor ServicesOct 19- May 21
Preeti KrishnanSenior Director Customer ExperienceView Profile, Preeti KrishnanRobert FanelliHead Of Client EngagementView Profile, Robert FanelliTara HermanDirector Customer ExperienceView Profile, Tara Herman