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
CapchaseVP of RiskOct 21 - PresentHsbcVice President, Risk ManagementAug 15- Oct 21Fidelity InvestmentsDirector, Strategic AnalyticsJan 14- Aug 15
Kimberly TaylorVice President FinanceView Profile, kimberly taylorWerner DeprezExecutive Director Investment CounselorView Profile, werner deprezPandora BarbourDirector Of Wealth Specialty OperationsView Profile, pandora barbour