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
Ameriprise Financial Services LlcChief Investment Officer, Ameriprise Bank FSBMay 21 - PresentTruistHead of Investment Portfolio ManagementAug 18- Sep 20State StreetHead of Structured Products & Macroeconomic ResearchJan 05- Jan 17
Irene ChenChief Financial OfficerView Profile, Irene ChenJason TranVice President Investment BankingView Profile, Jason TranMichael XuChief Financial OfficerView Profile, Michael Xu