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
Prudential FinancialHead of Strategy, Prudential AdvisorsNov 20 - PresentCitizensVP of Growth at Citizens Investment Services | Digital Investment Product ManagementOct 18- Nov 20TiaaDirector | Enterprise Customer ExperienceJun 14- Nov 17
Adam SparksVP Of Strategic GrowthView Profile, adam sparksDave GrundfastVP Head Of Strategic InitiativesView Profile, dave grundfastPete WilsonVice President Of Business DevelopmentView Profile, pete wilson