Account Type**** ***Account Owner****** *****Account Opps/Deals***** *****Closed Won • Feb 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
Matthew KrumholtzDirector Communications Investor RelationsView Profile, Matthew KrumholtzMichelle Osborn LemusSr Director Assistant Controller Treasurer Financial Manager Strategic Planning Team LeaderView Profile, Michelle Osborn LemusJames WrbanekHead Of Growth Financial ServicesView Profile, James Wrbanek