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 StanleyManaging Director, Head of Diversity, Inclusion and Talent - Wealth ManagementMay 04 - PresentWells FargoVice President, Branch Manager Selection and DevelopmentJan 97- Jan 04Merrill LynchAsst. Vice Pres, Marketing Associate, Financial Planning/ Associate- Private Client Dev ProgJan 94- Jan 97
Elizabeth WaiteFounderView Profile, elizabeth waiteAshley McgibbonChief Partner Officer ANZView Profile, ashley mcgibbonBrian BeattieExecutive Director International Stock Plan Service CentersView Profile, brian beattie