Account Type******** ***Account Owner******** ********Account Opps/Deals******* ******Closed Won • Feb 25****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
Carolyn Carrie HagnerChief Compliance OfficerView Profile, Carolyn Carrie HagnerLuke WardTalent Acquisition Manager UK Europe AsiaView Profile, Luke WardKelly PrimeGlobal Talent AcquisitionView Profile, Kelly Prime