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
Wells Fargo AdvisorsVice President, Brokerage Support Manager | Operations Leader and StrategistJan 23 - PresentWells FargoVice President, Senior Lead Audit Manager | Organization and Orientation Leader and StrategistNov 10- Sep 22Morgan StanleyAssistant Vice-President, Compliance ManagerDec 05- May 10
Mike PotterVP Of OperationsView Profile, Mike PotterSameena ShaikhExecutive Director Global Head Derivatives Clearing Transformation Client Strategy OperationsView Profile, Sameena ShaikhSteve SmithManaging DirectorView Profile, Steve Smith