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
Frederick Ted BruennerPartner Head Of Alternative Investment Portfolios ResearchView Profile, Frederick Ted BruennerSimon RoeSenior Managing Director Co Head Of Portfolio Management Active Quantitative EquitiesView Profile, Simon RoeLoan Garland Digital Transformation And Change Growth ExecutiveGeneral Manager Business Transformation Payer Provider ServicesView Profile, Loan Garland Digital Transformation And Change Growth Executive