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
Lpl FinancialVP Product Risk Management Sep 21 - PresentBank Of AmericaVice President, Corporate Treasury FinanceMay 19- Sep 21Bank Of America Private BankVice President, Investment SolutionsApr 13- May 19
John CalabreseVice President Group Benefits Product TechnologyView Profile, John CalabreseMike RobinsonSenior Director Product AIView Profile, Mike RobinsonJim NyeChief Product OfficerView Profile, Jim Nye