Account Type******* ***Account Owner***** ********Account Opps/Deals*** ***Closed Won • Jan 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
Roger FiolaManager Corporate StrategyView Profile, Roger FiolaAdele J Foster GlennBusiness AdvisorView Profile, Adele J Foster GlennJun Young Ahn컨설턴트View Profile, Jun Young Ahn