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
Morgan StanleyVice President, Wealth Management Client SegmentsMar 21 - PresentE Trade From Morgan StanleyDirector, Digital Marketing Operations Apr 12- Mar 21HsbcSenior Quality Assurance AnalystDec 10- Feb 12
Mark SchoenbeckEVP Advisor EngagementView Profile, Mark SchoenbeckMarc Andre MimeaultVice President Regional SalesView Profile, Marc Andre MimeaultJoseph BRegional Vice President Solution Sales Western US And CanadaView Profile, Joseph B