Account Type******* *****Account Owner**** ******Account Opps/Deals**** *****Closed Won • Aug 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
Corey GilbertsonVice President Global Head Of Pricing Profitability Competitor Intelligence Business TrendsView Profile, corey gilbertsonJess CompagnolaChief Financial OfficerView Profile, jess compagnolaMichael ChaoChief Financial OfficerView Profile, michael chao