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
OsaicAssistant Vice President, Wealth Management PlatformsMay 24- Mar 25Lincoln FinancialAssistant Vice President, Advisory ServicesApr 06- May 24Jefferson Pilot FinancialAssistant Vice President, Advisory ServicesMay 97- Apr 06
Kala SureshManaging DirectorView Profile, Kala SureshRoland LieniGlobal Head Of Operational Compliance Ocean FreightView Profile, Roland LieniDeborah ShearAssociate Vice President Business OperationsView Profile, Deborah Shear