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 Stanley Wealth ManagementAssociate Market Manager, Senior Vice President May 16 - PresentMorgan StanleyHead of Learning and Development for the Private Wealth Management, Vice PresidentOct 13- May 16Barclays Wealth ManagementHead of Client Administration, Vice PresidentSep 08- Oct 13
Alex DowlinSr Director Demand Generation And Marketplace PerformanceView Profile, Alex DowlinScott GreenwaldChief Marketing OfficerView Profile, Scott GreenwaldNell BondGeneral Manager Customer Marketing And DigitalView Profile, Nell Bond