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
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
Udi OsterFounderView Profile, udi osterGeoffrey PlattSenior Vice PresidentView Profile, geoffrey plattBenjamin StewartSenior Managing Director Investor RelationsView Profile, benjamin stewart