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
CitiGroup Operations Director- Personal Wealth ManagementMar 97 - PresentJpmorganchaseVarious Senior Roles in Customer Segment and Product ManagementJul 88- Mar 97Foresters Financial ServicesMarketing AssociateJul 86- Nov 87
Shonna MulleyManaging DirectorView Profile, Shonna MulleyJames BaumSVP Group OperationsView Profile, James BaumMary DiazVice President OperationsView Profile, Mary Diaz