Account Type******* ****Account Owner**** ***Account Opps/Deals***** ****Closed Won • Dec 24***K $Closed
**** ****Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Bank Of AmericaDirector, Compliance and Operational Risk ManagerOct 19 - PresentDeutsche BankVice President, Compliance Division, Wealth ManagementJul 15- Oct 19Goldman SachsVice President, Private Wealth Management ComplianceDec 03- Jun 15
Andrew KoenemanDeposit OperationsView Profile, andrew koenemanBrittney JacovesSenior Meeting PlannerView Profile, brittney jacovesKevin DennisOperations ManagerView Profile, kevin dennis