Account Type****** ********Account Owner*** *****Account Opps/Deals**** ***Closed Won • Dec 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 - PresentBnyManaging Director, Chief Operating Officer Wealth ManagementJun 19- Jan 22Morgan StanleyManaging Director, Head of Wealth Management Private Banking OperationsJan 99- Jun 19
Joseph VohwinkelAssociate Vice President Operations Security Risk ManagementView Profile, joseph vohwinkelRebecca RosenbergSenior Vice President Client Experience OperationsView Profile, rebecca rosenbergEd DoughertyExecutive VP Chief Operating OfficerView Profile, ed dougherty