Account Type******* ********Account Owner**** ********Account Opps/Deals***** ******Closed Won • Jan 25**K $Closed
****** ******Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Morgan StanleySenior Vice PresidentMar 21 - PresentWells Fargo AdvisorsFirst Vice President- Investments at Wells Fargo AdvisorsDec 15- Mar 21Merrill LynchInternational Financial AdvisorMar 09- Dec 15
Jill FullerVice PresidentView Profile, Jill FullerMatt MillerSVP Strategy AnalyticsView Profile, Matt MillerLuke PeltzVice PresidentView Profile, Luke Peltz