Account Type*** ****Account Owner******** ***Account Opps/Deals******** ****Closed Won • Aug 24**K $Closed
**** ********Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Charles SchwabManaging Director, Operations Strategy (SMA Trading & Operations)Jan 18- Jan 24Windhaven Investment Management IncDirector, SMA Trading & OperationsJan 03- Jan 17JpmorganchaseAssociate, Investment BankingJan 00- Jan 03
Brad CookSVP Chief Operations Officer Presbyterian Medical GroupView Profile, brad cookPeg WahlVP Controller OperationsView Profile, peg wahlDan PrindesVice President VDI Operations LeadView Profile, dan prindes