Account Type******** ********Account Owner**** ******Account Opps/Deals**** *****Closed Won • Jan 25**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 - PresentBnyManaging Director, Chief Operating Officer Wealth ManagementJun 19- Jan 22Morgan StanleyManaging Director, Head of Wealth Management Private Banking OperationsJan 99- Jun 19
Ana G LunaDirector Of Institutional Giving Foundation Corporate Nonprofit And Govt Grants And ContractsView Profile, Ana G LunaAlisa ApplebaumSenior Director Of Business PaymentsView Profile, Alisa ApplebaumShelley SchonbornFinance Director Accounts Payable Freight AuditView Profile, Shelley Schonborn