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
BnyManaging Director, Head of Revenue, BNY Pershing XJan 19 - PresentSalesforce VenturesInnovation Advisory BoardJan 22- Jan 24Conquest Planning IncBoard AlternateJan 22- May 23
Shannon PowerChief Financial OfficerView Profile, Shannon PowerAda SmithVP FinanceView Profile, Ada SmithPaul JacksonManaging Director Wealth Management Family Wealth Director Financial AdvisorView Profile, Paul Jackson