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
Bank Of America Merrill LynchSenior Vice President-Wealth Management OperationsMar 20 - PresentWells Fargo AdvisorsAnnuity Operations ManagerSep 11- Mar 20
Rolf DockterCFO COOView Profile, Rolf DockterSantanu SahaAssociate Vice PresidentView Profile, Santanu SahaRandy WhitcroftRegional Vice President Federal Canada EastView Profile, Randy Whitcroft