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
TdSVP, U.S. Wealth Head of Stakeholder Engagement, Strategy & ImplementationJun 13- Feb 24Bny WealthManaging Director and NJ Regional PresidentSep 08- Jun 13Wells FargoSVP, Wealth Management Director, Mid-Atlantic RegionJan 93- Jan 08
Christoph HalversonVice President Of Global Business DevelopmentView Profile, Christoph HalversonBrandon ZaharoffSenior Vice President StrategyView Profile, Brandon ZaharoffDawn HavilandManaging Director Strategy Data AnalyticsView Profile, Dawn Haviland