Account Type***** ******Account Owner**** ***Account Opps/Deals******* *******Closed Won • Dec 24**K $Closed
******* *******Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
AlliancebernsteinPresident & CEOMay 17 - PresentJpmorganchaseGlobal Wealth Management: MD & Global Head, Managed Solutions & StrategiesJul 02- May 17
Ed CoperChief Executive OfficerView Profile, ed coperLisa NgExecutive Assistant MaxView Profile, lisa ngTal KaplanProject ManagerView Profile, tal kaplan