Account Type******** ***Account Owner******** ****Account Opps/Deals*** ****Closed Won • Aug 24**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Hub InternationalVice President, Business Consulting | Retirement & Private WealthOct 22 - PresentGrp FinancialSVP, Business OperationsFeb 20- Jan 23Viking Cove InstituteSVP, Business ConsultingNov 16- Feb 20
Tejas ShahAssociate Director Regulatory ReportingView Profile, tejas shahTerri RichardsonProject Manager At TruistView Profile, terri richardsonAmit WadhwaniSenior DirectorView Profile, amit wadhwani