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
BroadridgeSenior Director - Head of Operations, Global Data & AnalyticsJan 20 - PresentOppenheimerfundsAssistant Vice President, Partner ServicesJan 05- Jul 19Morgan StanleyFinancial AdvisorJan 03- Jan 04
Julie BurleighVice President OperationsView Profile, julie burleighMarc DelacroixVP Of OperationsView Profile, marc delacroixShelley MaltonCustomer Services Operations Digital DirectorView Profile, shelley malton