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
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
Tom CoalesDeputy Director Stakeholder Parliamentary And Government EngagementView Profile, Tom CoalesTroy CoseyHead Of Platform Kapor Center InvestmentsView Profile, Troy CoseyWendi BealeDirector Finance OperationsView Profile, Wendi Beale