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
CitiManaging Director, Head of Global Wealth Management OperationsJan 22 - PresentMorgan StanleyManaging Director, Head of Wealth Management Private Banking OperationsJan 99- Jun 19
Isobel HandlerVice President Outcomes And Operational IntelligenceView Profile, isobel handlerRalph WearSenior Vice President Of North American OperationsView Profile, ralph wearHaley MeadowsVice President OperationsView Profile, haley meadows