Account Type**** *****Account Owner***** *******Account Opps/Deals*** *******Closed Won • Oct 24**K $Closed
*** ********Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
BnyCASS Principal - Markets Regulatory Oversight ManagementApr 23 - PresentU S BankCASS Senior ManagerMar 22- Apr 23Barclays Wealth ManagementCASS Compliance AdvisoryJan 15- Mar 22
Caleb ThomasIndependant ConsultantView Profile, caleb thomasJoshua KampsScientific LeadView Profile, joshua kampsLaura MerrillCRM Coordinator Customer RelationsView Profile, laura merrill