Account Type***** ****Account Owner****** ****Account Opps/Deals***** *****Closed Won • Mar 25**K $Closed
******* ****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Zions BancorporationSenior Vice President, Wealth Management Technology & OperationsAug 24 - PresentTeslaAssociate Manager, Data/Vision AINov 23- May 24Morgan StanleyExecutive Director, Global Private Market Client SuccessSep 16- May 23
Jake JonesVice President Of AccountingView Profile, Jake JonesChris MillerVP Banking Capital MarketsView Profile, Chris MillerRosa TanVice President FinanceView Profile, Rosa Tan