Account Type**** *****Account Owner****** ***Account Opps/Deals**** ****Closed Won • Aug 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
Martin BailySenior FellowView Profile, martin bailyOfer PoratPrincipalView Profile, ofer poratRobert Brian TaylorSenior Application AdministratorView Profile, robert (brian) taylor