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
UbsExecutive Director - Head of Digital Transformation, Field Engagement and Customer SuccessMay 12- Jul 24Barclays Wealth ManagementVice President - Head of Client Reporting and Performance MeasurementMar 12- May 12Merrill LynchDirector - Private Wealth Management Relationship ServicesMar 11- Mar 12
Srivas Srikumaran Indira Product EnthusiastProduct Management Senior SpecialistView Profile, Srivas Srikumaran Indira Product EnthusiastJacob HarrisProduct Senior AnalystView Profile, Jacob HarrisLindsay TuckerSenior Solutions ConsultantView Profile, Lindsay Tucker