Account Type******* ****Account Owner*** ******Account Opps/Deals******** ***Closed Won • Feb 25**K $Closed
******** ****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
VontobelDirector, Senior Client Service SpecialistApr 13 - PresentPinebridge InvestmentsSenior Client Reporting AnalystJun 07- Apr 13Investors Bank TrustSenior Trust AdministratorFeb 04- Jun 07
Colin HeilGlobal Head Of Customer EducationView Profile, Colin HeilCarly BrowerDirector Of Client SuccessView Profile, Carly BrowerJessica TailorDirector Of Client ServicesView Profile, Jessica Tailor