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
Wells FargoSVP - Wealth and Investment ManagementJun 21 - PresentJpmorganchaseExecutive Director - Global Onboarding Wealth ManagementJan 11- May 21CognizantTechnical Architect Lead - BFSJan 09- Jan 11
Kevin MccaffertyExecutive Vice President Of Third Party LendingView Profile, Kevin MccaffertyJim QuinnChief Accounting Officer TurbonomicView Profile, Jim QuinnJared WilksChief Financial OfficerView Profile, Jared Wilks