Account Type***** ***Account Owner*** *******Account Opps/Deals**** ******Closed Won • Nov 24***K $Closed
**** ****Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
VestwellVP, FP&AJan 22 - PresentPrudential FinancialBusiness Intelligence Director: Full Service Solutions, RetirementJul 15- Jan 22BloombergSenior Financial Analyst: Bloomberg TerminalMay 11- Jun 15
Melissa LeonardVice President Wealth Management BankerView Profile, melissa leonardAnthony R SassoTD Bank SVP And Head Of TD Equipment Finance IncView Profile, anthony r. sassoLior ZitershpilerChief Financial OfficerView Profile, lior zitershpiler