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
PwcDemand Generation, Banks, Capital Markets, Asset and Wealth ManagementOct 21 - PresentPennsylvania TreasuryPortfolio ManagerJul 18- Jun 20Wells FargoDirector, Global Financial Institutions Coverage Jul 11- Jun 18
Matty OatesDigital Marketing ManagerView Profile, Matty OatesRebecca RobinsonMarketing ManagerView Profile, Rebecca RobinsonAndrea CastilloCX Marketing Automation Targeting Consultant Semi SeniorView Profile, Andrea Castillo