Account Type******** ********Account Owner***** *******Account Opps/Deals******** ******Closed Won • Aug 24**K $Closed
**** ***Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Bank Of AmericaCompliance and Operational Risk Executive, Workplace Benefits (Institutional Retirement & Benefits)Jan 11 - PresentMerrill LynchDirector Compliance, Insurance and Annuities Jan 07- Dec 10
Ishan TalathiFounderView Profile, ishan talathiColby MangersSVP Head Of Digital Innovation TransformationView Profile, colby mangersDavid WolffVice President Of GrowthView Profile, david wolff