Account Type******* *******Account Owner******** ********Account Opps/Deals****** ******Closed Won • Oct 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
John WeisenseelSenior Vice President Chief Financial OfficerView Profile, john weisenseelJon WeldonVice President Finance EMEA Customer Support ServicesView Profile, jon weldonGadi GefenChief Financial OfficerView Profile, gadi gefen