Account Type**** ******Account Owner***** ***Account Opps/Deals****** ***Closed Won • Mar 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