Account Type***** ***Account Owner****** ******Account Opps/Deals***** ****Closed Won • Oct 24****K $Closed
***** *****Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
CaptrustSenior Client Relationship Manager, Wealth Client ServiceJul 06 - PresentMorgan StanleySr. Client Service RepresentativeJan 04- Jul 06
Elizabeth Beth H CabralHead Of Broker Consultant RelationsView Profile, elizabeth (beth) h. cabralJanel PascualDirector Sales OperationsView Profile, janel pascualPrranjal MehtaBusiness Development ManagerView Profile, prranjal mehta