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
BnyManaging Director, Head of Revenue, BNY Pershing XJan 19 - PresentSalesforce VenturesInnovation Advisory BoardJan 22- Jan 24Conquest Planning IncBoard AlternateJan 22- May 23
Steve RichardsChief Investment OfficerView Profile, Steve RichardsLauren PavlechVice President Money In Non Qualified Plan OperationsView Profile, Lauren PavlechMax DameVice President Of Finance And OperationsView Profile, Max Dame