Account Type******* ****Account Owner******** *******Account Opps/Deals****** ***Closed Won • Oct 24****K $Closed
******* *****Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Rfg AdvisoryNational Business Development Director Sep 24 - PresentCitizensVP Recruiting - Wealth Management Dec 19- Sep 24JpmorganchaseVP Recruiting - Wealth Jan 16- Dec 19
Nick RaffertyChief Revenue OfficerView Profile, nick raffertyPeter SandmanAccount DirectorView Profile, peter sandmanRobyn BastenTeam Lead Sales Supervision PrincipalView Profile, robyn basten