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
Bank Of America Merrill LynchSenior Vice President-Wealth Management OperationsMar 20 - PresentWells Fargo AdvisorsAnnuity Operations ManagerSep 11- Mar 20
Patrick TierneyChief Financial OfficerView Profile, patrick tierneyMark GoldmanHead Of Hedge Fund And Alternative Capital Coverage PracticeView Profile, mark goldmanJudy LindenmeyerManaging Partner Fractional Chief Financial OfficerView Profile, judy lindenmeyer