Account Type*** ********Account Owner******* ***Account Opps/Deals****** *******Closed Won • Nov 24**K $Closed
******** ********Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Nomad DataDirector Of PartnershipsJun 22 - PresentBny WealthClient StrategistJan 19- Jun 22UbsWealth Planning Aug 18- Jan 19
Jennifer AnnettDirector Global Partner EngagementView Profile, jennifer annettPaden RheesSenior Director Growth PartnershipsView Profile, paden rheesMatthew KrenikAlliance DirectorView Profile, matthew krenik