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
SolomonedwardsVice President, Corporate Client EngagementFeb 25 - PresentHarborVice President Corporate Client EngagementAug 23- Jan 25Lac GroupVice President, Corporate Client Engagement Aug 10- Aug 23
Nicole CarterVice President Customer EngagementView Profile, Nicole CarterDanielle GuinebertiereVice President Client ServicesView Profile, Danielle GuinebertiereTrang LamSVP Senior Client Investment OfficerView Profile, Trang Lam