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
Truist WealthVice President, Wealth Advisory Regional Support LeaderJul 24 - PresentIntechManager, Investment ServicesJul 11- Jan 24J P MorganVice PresidentJun 08- May 11
Nick BencivengaVice President Direct SalesView Profile, Nick BencivengaTal AgamSVP Global SalesView Profile, Tal AgamJulien TarziaEU Head Of Sales And OperationsView Profile, Julien Tarzia