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
Choate Hall Stewart LlpTrust AdvisorNov 23 - PresentLowell Blake AssociatesSenior Manager of OperationsJun 21 - PresentNational Securities CorporationVice President, Brokerage Operations and AMLJan 20 - Present
Reina Sajjadi BecharaBusiness Program Manager Consumer Sales OrganizationView Profile, Reina Sajjadi BecharaRyan ReligaSales ManagerView Profile, Ryan ReligaDavid Dela CruzSr Channel Partner Manager Team Lead DACH CEEView Profile, David Dela Cruz