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
CapcoAssociate Director, Anaplan Center of Excellence, Finance TransformationJul 16 - PresentThe Helmsley Charitable TrustFinancial PlanningApr 15- Jul 16Bank Of AmericaAVP, Wealth Manangement FP&AJan 11- Mar 15
Tim LeeFinance Accounting AnalystView Profile, tim leeVardhan CSpring Student Internship Financial Services And Insurance ProvidersView Profile, vardhan c.Adam NorthAssociateView Profile, adam north