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
JpmorganchaseExecutive Director, Digital Planning and Advice Technology - J.P. Morgan Wealth ManagementMay 21 - PresentCredit SuisseDirector, Compliance TechnologyAug 15- May 21Morgan StanleyExecutive Director, Morgan Stanley Wealth ManagementAug 00- Aug 15
Derek RobertiVP Technology North AmericaView Profile, Derek RobertiPeter MoodyManaging Director Systems Telephony ERP InfrastructureView Profile, Peter MoodyAmber BachmanVP Of CyberView Profile, Amber Bachman