Account Type****** *****Account Owner******* ********Account Opps/Deals***** *******Closed Won • Oct 24****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
CitiSenior Vice President, Operational Risk Senior Officer Dec 20 - PresentJpmorganchaseVice President, Risk Strategy & Execution - Wealth ManagementAug 12- Nov 20Rbc Wealth ManagementSenior Financial Associate - Wealth Management Sep 08- Jul 12
Bryan BurkVP Global OperationsView Profile, bryan burkLaurimari LugoVice President Wealth Operations Change ManagementView Profile, laurimari lugoAmihai ZaiderVP OperationsView Profile, amihai zaider