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 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
Trisha CancillaVice President Of Marketing Brand StrategyView Profile, Trisha CancillaKatie GuildChief Marketing OfficerView Profile, Katie GuildDavid McgovernVP MarketingView Profile, David Mcgovern