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
Morgan Stanley Wealth ManagementAssociate Market Manager, Senior Vice PresidentOct 13 - PresentBarclays Wealth ManagementHead of Client Administration, Vice PresidentSep 08- Oct 13Lehman BrothersTraining ManagerFeb 02- Sep 08
Kristine ButterbaughVice President SalesView Profile, kristine butterbaughJohn OvertonVP New Client DevelopmentView Profile, john overtonPaul DrakeRegional Vice President Sales UK IView Profile, paul drake