Account Type*** *****Account Owner****** *****Account Opps/Deals****** ******Closed Won • Aug 24**K $Closed
*** ********Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Private Client SelectSenior Vice President, Digital & Customer ExperienceJul 23 - PresentAigSenior Vice President, Digital & Customer Experience - Private Client GroupJan 20- Jul 23Goldberg SegallaChief Transformation Officer | Legal Operations | Digital Innovation | Technology LeadershipJan 17- Dec 20
Amy SmithOwnerView Profile, amy smithSofia FlynnHead Of Global Strategic PartnersView Profile, sofia flynnEric CharlesFounderView Profile, eric charles