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
Brent RestonStrategy And Operations Executive Consumer And Wealth DigitalView Profile, Brent RestonJon SumroyStrategic Advisor Founder And InventorView Profile, Jon SumroyHamadee TaousiStrategy E Mobility ExecutiveView Profile, Hamadee Taousi