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
BettermentSenior Compliance ManagerJan 23 - PresentRobinhoodSenior, Manager, Fiduciary Product ComplianceApr 21- Oct 22Morgan StanleyPrincipal, Legal and Compliance, Wealth ManagementOct 20- Mar 21
Jane WilcoxSenior Paralegal Legal ServicesView Profile, Jane WilcoxIsabelle BolgarMaterial Compliance Senior AssociateView Profile, Isabelle BolgarHarry AbrahamSenior CounselView Profile, Harry Abraham