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
Shelby Douglas RoulierMorgan Stanley Wealth ManagementView Profile, Shelby Douglas RoulierKye LiangFinance DirectorView Profile, Kye LiangDavid LeggPortfolio FD CFOView Profile, David Legg