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
Morgan StanleyAssistant Vice President, Investment Solutions marketingJul 21 - PresentUbsMarketing AssociateAug 16- Jun 21
Colleen LynchSenior Vice President Wealth Business Deepening Marketing DirectorView Profile, colleen lynchDavid CampbellVP Product MarketingView Profile, david campbellAndy ZimmermanChief Marketing OfficerView Profile, andy zimmerman