Account Type***** ****Account Owner**** ********Account Opps/Deals***** ****Closed Won • Feb 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
Robert NguyenCo Head Of Distributor Wealth ServicesView Profile, Robert NguyenKristina ValenteHead Of Asset Servicing And Digital Events DirectorView Profile, Kristina ValenteItay SwissaDirector Of FinanceView Profile, Itay Swissa