Account Type****** ****Account Owner******** ********Account Opps/Deals****** ******Closed Won • Mar 25***K $Closed
****** ****Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
BroadridgeVice President of Wealth Partnerships and StrategySep 21 - PresentForwardlane IncStrategic AdvisorMar 16 - PresentCredit SuisseVice President, Strategic Client DevelopmentJul 15- Mar 16
Chad LakinStrategic AdvisorView Profile, Chad LakinAshna ShahStrategy ConsultantView Profile, Ashna ShahJessalyn HouseMedia Strategy ManagerView Profile, Jessalyn House