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