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
U S BankSr. Product ManagerOct 10 - PresentMorgan StanleyWealth Management SpecialistMay 08- Dec 08Stifel Financial CorpFinancial Services ConsultantJan 07- Jun 07
Matthew HeffnerMarketing DirectorView Profile, Matthew HeffnerClaudia DickinsonMarketing ManagerView Profile, Claudia DickinsonGarry WoodcockHead Of Global Digital MarketingView Profile, Garry Woodcock