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
Morgan StanleyExecutive Director, Manager of Relationship Managers - Strategic Public MarketJun 15 - PresentFi Tek Wealth SolutionsRockIt Solutions -Jun 11- Oct 14
Jake BernsteinSenior Director Revenue AccelerationView Profile, Jake BernsteinKyle ClarkVP Strategic AccountsView Profile, Kyle ClarkHerrick OconnorVice President Sales MarketingView Profile, Herrick Oconnor