Account Type***** ****Account Owner******* ****Account Opps/Deals****** *****Closed Won • Jan 25***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
Bruce ThompsonSenior Vice PresidentView Profile, Bruce ThompsonErik HednerHead Of Regulatory Affairs And CMCView Profile, Erik HednerAlan VeyFounderView Profile, Alan Vey