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 StanleyExecutive Director - Wealth Management Field Business RiskMar 17 - PresentBrown Brothers HarrimanVice President - Private Banking Risk Management ManagerNov 08- Mar 17EyConsultantOct 04- Oct 08
Jordan ShnierChief Financial OfficerView Profile, Jordan ShnierJeanette YorkVP Chief AuditorView Profile, Jeanette YorkLisa DowlingChief Tax Compliance OfficerView Profile, Lisa Dowling