Account Type**** ********Account Owner*** ****Account Opps/Deals***** ***Closed Won • Oct 24****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
Justin ScottChief Revenue Officer CROView Profile, justin scottDanielle MarshSr Director Client SalesView Profile, danielle marshSteve A WardVice President Of Sales WestView Profile, steve a. ward