Account Type******** *****Account Owner******* ********Account Opps/Deals**** ****Closed Won • Jan 25***K $Closed
****** *******Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
State StreetVP-Client Management/Transfer AgencyMay 03- Feb 09Charles SchwabManager-Mutual Fund ClearingJul 98- Apr 03Rbc Wealth ManagementSales AssistantJan 97- Jan 98
Persi KangaVice President Customer SuccessView Profile, Persi KangaPhilippe HocquetAVP Customer ExperienceView Profile, Philippe HocquetJennifer SquareAssociate Vice President Customer Relations OperationsView Profile, Jennifer Square