Account Type******** ****Account Owner*** *******Account Opps/Deals******** *****Closed Won • Nov 24****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
Beverly AguilingVice President OperationsView Profile, beverly aguilingRachel HeitzVice President Product Delivery Operational ExcellenceView Profile, rachel heitzSameer HasanVice President OperationsView Profile, sameer hasan