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
Bank Of AmericaVice President, Financial Wellness & Thought Leadership, Content MarketingJun 22 - PresentEg AmericaHuman Resources, BenefitsJul 21- May 22State Street Global AdvisorsProduct Marketing ManagerJul 19- Jan 20
James LeeSVP Of Finance OperationsView Profile, James LeeErik ShermanVice President Of Finance And AdministrationView Profile, Erik ShermanDaniela BungerChief Financial Officer And Member Of The Executive BoardView Profile, Daniela Bunger