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
Morgan StanleyExecutive Director - Wealth Management Operations RiskJan 20 - PresentCitiAssistant Vice President OperationsJan 06- May 10Legg Mason Acquired By Franklin TempletonOperations AssociateJan 04- Jan 06
Jennifer SmithCorporate EVP Chief Technology And Operations OfficerView Profile, jennifer smithGene CabreraSR VP Of OperationsView Profile, gene cabreraJosh DardickSr Director WMS National OperationsView Profile, josh dardick