Account Type******* *****Account Owner******* ***Account Opps/Deals******** ****Closed Won • Jul 24**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
Jane PossellEVP Chief Information Officer Analytics OperationsView Profile, jane possellCharles CohenVice President Marketing OperationsView Profile, charles cohenAndrew MillerVice President Retention OperationsView Profile, andrew miller