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
Northern TrustSr. Vice President / Managing Wealth AdvisorJul 17 - PresentJ P MorganExecutive Director / Wealth StrategistMar 12- Jun 17Bernstein Private Wealth ManagementDirector - Wealth Management GroupApr 97- Mar 12
Dottie JonesVice President Mutual Fund ServicesView Profile, Dottie JonesClothilde HewlettCommissionerView Profile, Clothilde HewlettBob BurnsChief Financial OfficerView Profile, Bob Burns