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 StanleyHead of Traditional Investment Products Operations, Executive DirectorDec 15 - PresentUbsHead of WMI Private Bank, WMA Trading Support & Investment Solutions Operations, Managing DirectorJan 00- Dec 15
Nathan ProvencherVice President Client Service OperationsView Profile, Nathan ProvencherSara SalmabadiVP Commission OperationsView Profile, Sara SalmabadiChad LeeVice President Distribution OperationsView Profile, Chad Lee