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
BnyVice President / Escrow SalesMar 10 - PresentBny WealthFinancial AdvisorMar 01- Mar 10BnyRelationship Manager - Private BankingDec 95- Mar 01
Ana MchaleVP Global Sales Customer Experience And InnovationView Profile, Ana MchaleLorne J GolmanExecutive ProducerView Profile, Lorne J GolmanScott SteinmanSenior Industry Account Executive Large Enterprise AccountsView Profile, Scott Steinman