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
Morgan StanleyFirst Vice President, Private BankerOct 20 - PresentCharles SchwabRegional Bank Manager Aug 18- Oct 20Morgan StanleyFirst Vice President, Private BankerApr 11- Aug 18
Jonathan PyszVP FinanceView Profile, jonathan pyszRoey LeviHead Of Corporate Action And PaymentsView Profile, roey leviMichelle TrauschVice President Corporate Service Staffing Accounting OperationsView Profile, michelle trausch