Account Type***** ******Account Owner******* ********Account Opps/Deals***** ********Closed Won • Nov 24**K $Closed
******* *****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
J P MorganMD Head of Online InvestingOct 21 - PresentTd AmeritradeManaging Director; Head of Digital, Investment Management, & Retail Client ExperienceJan 20- Sep 21Morgan StanleyManaging DirectorNov 16- Jan 20
Carolyn S CyrInvestment Services Project Execution Delivery Business Transformation Vice PresidentView Profile, carolyn s. cyrDave WelchFounder Board MemberView Profile, dave welchTavis YeungFounderView Profile, tavis yeung