Account Type****** ********Account Owner******* ********Account Opps/Deals******* ****Closed Won • Mar 25***K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
State Street Global AdvisorsSenior Institutional Sales Director & Head of Business Development AssociatesSep 12 - PresentNeafp New England AfpBoard Member/ DirectorJan 19 - PresentSan Francisco Treasury Management Association SftmaPresident of the BoardFeb 14- Mar 18