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
CaptrustSenior Director - Client Solutions GroupAug 21 - PresentBank Of America Merrill LynchWealth Management ExecutiveAug 09- Aug 21ParametricPortfolio ManagerAug 05- Aug 09
Jill ReardonVp Premier Client Grp NortheastView Profile, jill reardonAndrew VranjesChief Revenue Officer CROView Profile, andrew vranjesKelly WeberAssociate Vice President Business Development At One DigitalView Profile, kelly weber