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
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
Marshall RichterPresidentView Profile, Marshall RichterJoshua LatimerVice PresidentView Profile, Joshua LatimerJamie McintyreKnowledge Services DirectorView Profile, Jamie Mcintyre