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
Edward JonesSenior Product Leader, Retirement IncomeApr 22 - PresentBny PershingDirector of Pershing’s Retirement, Insurance-Based and Banking SolutionsJan 12- Jun 22Eastern BankVice President, Retirement ProductsJan 10- Jan 12
Kaitlin WestbrookSenior Associate Technical Writer EditorView Profile, Kaitlin WestbrookDanit CohenProduct Management Team LeaderView Profile, Danit CohenPanos PeriorellisLead Product Manager AI PlatformView Profile, Panos Periorellis