Account Type***** *******Account Owner******** *******Account Opps/Deals******* ********Closed Won • Jan 25**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
Kristy DavisFounderView Profile, Kristy DavisDonald LizotteExecutive Advisor Aviseur ExecutifView Profile, Donald LizotteRyan DsouzaFounderView Profile, Ryan Dsouza