Account Type**** ***Account Owner******** *******Account Opps/Deals*** *******Closed Won • Oct 24**K $Closed
**** ********Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Wells FargoSenior Assistant Vice PresidentJun 23 - PresentMorgan StanleyDirector, Shareworks Services and Operations, CTBJan 23- Jun 23LendingclubAssist & EscalateApr 19- Dec 20
Susanna LingSenior Vice PresidentView Profile, susanna lingJulian DavisFounder Principal AdvisorView Profile, julian davisEllen HopperVice President Distribution PerformanceView Profile, ellen hopper