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
Morgan StanleyManaging Director, Head of Wealth Management Client Service Center / Head of Global Center ColumbusJan 18 - PresentUbsManaging Director, Global Head of Client ServicesAug 98- Jan 16
Stephen LawrenceAssociate Director Indirect Tax ComplianceView Profile, Stephen LawrenceLior LahavDirector Of Value CreationView Profile, Lior LahavSudipta ChakiGlobal Head Insurance Products And PlatformsView Profile, Sudipta Chaki