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
BroadridgeHead of Client and Advisor Digital EnablementNov 22 - PresentMorgan StanleyManaging Director, Head of Onboarding Product DevelopmentSep 10- Oct 22UbsExecutive Director, Client TechnologyJan 97- Sep 10
Zachary RosenbergVice PresidentView Profile, zachary rosenbergGreg SurberRetiredView Profile, greg surberMichael PearsonPresidentView Profile, michael pearson