Account Type**** ****Account Owner****** ******Account Opps/Deals******* ***Closed Won • Nov 24**K $Closed
******* ******Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Wells FargoSVP - Head of Product Risk and Governance - Advice and Planning Center of Excellence - MBA, CFPMar 08 - Present
David MckayAssurance And Advisory Managing PartnerView Profile, david mckayJarrett EisenbergExecutive Director Of Delegate Engagement And AcquisitionView Profile, jarrett eisenbergBecky DreierVice PresidentView Profile, becky dreier