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
TiaaSVP, Chief Marketing Officer Wealth ManagementAug 23 - PresentFirst RepublicVP, Head of Regional MarketingOct 19- Aug 23Bernstein Private Wealth ManagementSenior Vice President, Head of MarketingJan 16- Feb 19
Katie LacheyFounder Marketing ConsultantView Profile, Katie LacheyRichard ShaheenCRO And Co FounderView Profile, Richard ShaheenJane BoormanCMO InterimView Profile, Jane Boorman