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
Bny WealthRegional Director of Private BankingApr 21 - PresentBank Of America Private BankSenior Vice President , Private Client Advisor. Aug 17- Apr 21Morgan StanleySenior Vice President, Financial AdvisorMay 15- Aug 17
Douglas LovatoDirector Service ManagementView Profile, douglas lovatoAnne DettmannProgram ManagerView Profile, anne dettmannEilidh MackayFIFA TDS Talent CoachView Profile, eilidh mackay