Account Type******* *******Account Owner**** ***Account Opps/Deals***** ********Closed Won • Feb 25***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
PncSenior Vice President - Operations Group Manager, Senior May 19 - PresentBny WealthBNY Mellon Wealth Management Service Delivery Manager, Vice PresidentJan 00- May 19
Allen CarterExecutive Director And Portfolio ManagerView Profile, Allen CarterArik EhVP OperationsView Profile, Arik EhMaggie BauerSenior Director Global Partner Operations And ProgramsView Profile, Maggie Bauer