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
Oppenheimer Co IncSenior Director - Investments - International Jan 23 - PresentMorgan StanleyCIMA®, Vice President, International Client Advisor, Financial AdvisorAug 10- Jan 23UbsVice President, Financial AdvisorJan 03- Aug 10
Matthew W KleinFinance DirectorView Profile, Matthew W KleinLance NelsonDirector Of Loan ServicingView Profile, Lance NelsonAleksandra LingDirector Of Finance Mass MarketView Profile, Aleksandra Ling