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
Wells FargoManaging Director, Head of Affluent StrategyMay 22 - PresentState StreetManaging Director, Head of Corporate StrategyJul 15- Apr 22J P Morgan Asset ManagementExecutive Director, Asset Management Strategy & Process ImprovementJul 13- Jun 15
Leila BazziSenior Executive ProducerView Profile, Leila BazziMatt JasonSenior Vice President Enterprise Strategic InitiativesView Profile, Matt JasonHannah Clark SteimanPresident Chief Strategy Officer Board DirectorView Profile, Hannah Clark Steiman