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
Neuberger BermanSenior Vice President | Relationship ManagerOct 22 - PresentVoya Investment ManagementSenior Vice President, Business Development ManagerMar 11- Sep 22Ameriprise Financial Services LlcFinancial AdvisorOct 06- Aug 09
Corey DinkinsVice President Of Enterprise SalesView Profile, Corey DinkinsMichael HermanVice President Channel Sales EMEA LATAMView Profile, Michael HermanDavid ChanSenior Vice President Regional Sales Manager Citi Personal Wealth ManagementView Profile, David Chan