Account Type******** *******Account Owner******** ********Account Opps/Deals******* ***Closed Won • Jan 25****K $Closed
***** *******Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Forteone CapitalVice President of Business DevelopmentOct 24 - PresentPncVice President - Senior Relationship Strategist Feb 17- Jul 22Northern TrustVP - Private BankingJun 06- Mar 13
Lisa GradyChief Strategy Officer CSOView Profile, Lisa GradyJulie BoudreauVice President Of Planning And AnalysisView Profile, Julie BoudreauDerick ChuiVP CX Strategy InnovationView Profile, Derick Chui