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 StanleyVice President, Wealth Management RiskSep 24 - PresentAigChief of Staff, North America Retail, North America Distribution & Field Operations Oct 08- Sep 24UbsDirector, Business Management, Municipal SecuritiesJan 99- Jan 08
Rob PlewsCFO At Avanti Communications Group PlcView Profile, Rob PlewsJonathan TangManaging Director Leader Complex Securities Private Equity AdvisoryView Profile, Jonathan TangMichelle SkarChief Financial OfficerView Profile, Michelle Skar