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
Northern Trust Wealth ManagementSenior Vice President - Head of Marketing Operations, Wealth ManagementApr 20 - PresentFamily Office ExchangeManaging Director - Marketing Strategy & CommunicationsMay 18- Mar 20Bmo Wealth Management U SDirector - Head of Wealth Management Marketing, U.S.Jun 16- May 18
Emily Robertson YeingstActing Vice President Product Portfolio MarketingView Profile, Emily Robertson YeingstStephen CarrollVice President Of MarketingView Profile, Stephen CarrollKeely Stockett HungateVP Of MarketingView Profile, Keely Stockett Hungate