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
City National BankSenior Vice President Fraud Program ManagementJul 23 - PresentMorgan StanleyExecutive Director - Risk Management Wealth Operations and Client RelationsNov 21- Mar 23E Trade From Morgan StanleyExecutive Director - Tax Operations, Cost Basis, RetirementsApr 15- Nov 21
Steven BermanVice PresidentView Profile, steven bermanSherri DublinRegional Patient Access DirectorView Profile, sherri dublinHugh CampbellManaging Director Digital Transformation M AView Profile, hugh campbell