Account Type*** ****Account Owner*** ***Account Opps/Deals****** *****Closed Won • Nov 24****K $Closed
*** *******Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Morgan StanleyHead of Institutional Consulting Solutions at Morgan StanleyJan 24 - PresentGraystone Consulting From Morgan StanleyHead of Graystone Consulting a Morgan Stanley CompanyJun 20 - PresentMercerChief Operating Officer and Partner - Mercer Wealth - USNov 15- Jun 20
Robyn SchroederAssociate Vice President Direct To Consumer SalesView Profile, robyn schroederAlex PaviaRVP Of Enterprise SalesView Profile, alex paviaShawn PraskeyVice President Distribution Content Sales CanadaView Profile, shawn praskey