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
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
Gary StackVice President OperationsView Profile, gary stackIvy UlmerOperations Senior Manager Executive DirectorView Profile, ivy ulmerCarole BakerSenior Director Of Realty OperationsView Profile, carole baker