Account Type**** ********Account Owner***** *****Account Opps/Deals******* ***Closed Won • Aug 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
Douglas OlsonManaging Director Reinsurance Analytics Product Innovation DevelopmentView Profile, douglas olsonMichael LeidelmeyerVice PresidentView Profile, michael leidelmeyerRoss MotleyChief Technology OfficerView Profile, ross motley