Account Type******* ********Account Owner****** *******Account Opps/Deals******** *****Closed Won • Mar 25***K $Closed
*** *******Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Morgan StanleyPrivate Market Client Success ManagerSep 21 - PresentJpmorganchaseBranch ManagerMar 15- Sep 21Wells FargoBranch ManagerJul 10- Apr 16
Harriet Beckett TrevorCustomer Success DirectorView Profile, Harriet Beckett TrevorTodd MurphyImplementation ConsultantView Profile, Todd MurphyPradeep SerroCustomer Success ManagerView Profile, Pradeep Serro