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
Charles SchwabSVP, Advisor Services Trading & OperationsJan 12- Jan 24Bank Of AmericaEMEA Client Service, Fulfillment and Operations ExecutiveJan 09- Jan 12Merrill LynchMerrill Lynch Operations & Technology Transition ExecutiveJan 07- Jan 09
Mark VestSr Director Of T D OperationsView Profile, mark vestJoseph SimsChief Operating Officer SportserviceView Profile, joseph simsMary DanielVice President Aflac CSC OperationsView Profile, mary daniel