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
UbsHead of Workplace Wealth Solutions Sales and Relationship ManagementJun 21 - PresentBank Of America Merrill LynchHead of Institutional Client AcquisitionMar 12- Jun 21Merrill LynchMarket Executive / Complex DirectorApr 05- Mar 12
Caitlin HayesSenior Director Of Sales OperationsView Profile, Caitlin HayesSam NichollSales DirectorView Profile, Sam NichollJulie FlynnDirector Of Sales North America Strategic Meetings The Experience Studio SportsView Profile, Julie Flynn