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
Ep Wealth AdvisorsLearning and Development ManagerNov 22 - PresentTdSenior Relationship ManagerJul 18- May 22Bny WealthWealth ManagerJan 17- Apr 18
Julia KeeveyChief Human Resources OfficerView Profile, julia keeveyLin LinSenior International Talent Acquisition PartnerView Profile, lin linKathryn CannoneSenior Director Human ResourcesView Profile, kathryn cannone