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
BNYSVP, Advisor Solutions GroupJul 24 - PresentGeowealthSVP, Head of DistributionMar 19- Jul 24State StreetVice President, Strategic Sales Dec 15- Mar 19
Katy AlexanderVice President Of Admissions OutreachView Profile, katy alexanderJosh GeelanPartnerView Profile, josh geelanAdam MutschlerPartnerView Profile, adam mutschler