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
Franklin TempletonSVP & Head of Digital Wealth - AmericasMar 21 - PresentHeitmeyer ConsultingEVP, Head of Digital Practice Aug 18- Mar 21BlackrockManaging DirectorMar 11- Apr 18
Patrick CartyVice President Head Of Compliance US Group Business And Financial Wellness InnovationView Profile, Patrick CartyDaniel JosephDirector Of Finance OperationsView Profile, Daniel JosephJohn FlanaganChief Financial OfficerView Profile, John Flanagan