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
Foundation SourceHead of Client Advisory SolutionsNov 21 - PresentBank Of AmericaPhilanthropic Market ExecutiveAug 19- Nov 21Bank Of America Private BankNational Philantropic Strategy ExecutiveMar 13- Aug 19
Dave WohlmanRegional MDU Account ExecutiveView Profile, Dave WohlmanDiana LuSales Operation ManagerView Profile, Diana LuMark RosenthalChief Revenue Officer CROView Profile, Mark Rosenthal