Account Type******* *******Account Owner***** *******Account Opps/Deals**** ********Closed Won • Feb 25**K $Closed
**** *******Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Morgan StanleyManager of Strategic Partnerships, Global Private MarketsSep 22 - PresentOppenheimer Co IncRegistered Client Service AssociateJan 19- Sep 19Charles SchwabRelationship ManagerJan 10- Oct 18
Carolyn PaterSr Manager Channel Program StrategyView Profile, Carolyn PaterKenneth DupontSenior Strategic ConsultantView Profile, Kenneth DupontGraham BatteUnited States Switzerland Country LeadView Profile, Graham Batte