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 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
Jonathan SurridgeChief Financial OfficerView Profile, jonathan surridgeEd GalatiChief Financial OfficerView Profile, ed galatiNiall HawkinsChief Financial Officer VP OperationsView Profile, niall hawkins