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
Bank Of AmericaCompliance and Operational Risk Executive, Workplace Benefits (Institutional Retirement & Benefits)Jan 11 - PresentMerrill LynchDirector Compliance, Insurance and Annuities Jan 07- Dec 10
Judd SymonU S Head Of Middle Office Product Product Delivery Executive DirectorView Profile, Judd SymonDavid YatesShareholderView Profile, David YatesPatrick MccormickOwnerView Profile, Patrick Mccormick