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 StanleyExecutive Director - Wealth Management Operations RiskJan 20 - PresentCitiAssistant Vice President OperationsJan 06- May 10Legg Mason Acquired By Franklin TempletonOperations AssociateJan 04- Jan 06
Dennis DamaschkeVp Insurance OperationsView Profile, Dennis DamaschkeDan PearlVice President Field OperationsView Profile, Dan PearlKyle MarshburnManaging Director Head Of US Retail Branch Network Sales And OperationsView Profile, Kyle Marshburn