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
Cerity PartnersPartnerMar 23 - PresentSvb Wealth Advisory IncManaging DirectorJul 13- Mar 23American ExpressVice President & Tax CounselJan 06- Jan 09
Pia AlbersIT LeitungView Profile, pia albersLisa MangosProject ManagerView Profile, lisa mangosMegan N Genworth MasonManagerView Profile, megan n (genworth) mason