Account Type******** ******Account Owner****** ********Account Opps/Deals**** ***Closed Won • Aug 24**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- Dec 13Wells FargoSVP, Wealth Management Director, Mid-Atlantic RegionJan 93- Dec 08
Uri SchechtermanVP Sales StrategyView Profile, uri schechtermanTara VillonSystem Senior Director Experience Strategy DataView Profile, tara villonJames ShermanVice President Of Business DevelopmentView Profile, james sherman