Account Type**** ****Account Owner*** ********Account Opps/Deals******** *****Closed Won • Jan 25***K $Closed
******* ******Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Emoney AdvisorDirector of Financial Planning: Leveraging Technology to Enhance the Advisor / Client RelationshipJan 07 - Present
Deanna SnowDirector Treasury Management Analyst PerformanceView Profile, Deanna SnowCath KeersSenior Independent Director And Chair Of RemView Profile, Cath KeersKimberly BellantiHead Of AI Delivery And Program Management Global Wealth And Asset ManagementView Profile, Kimberly Bellanti