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
CaptrustSenior Client Relationship Manager, Wealth Client ServiceJul 06 - PresentMorgan StanleySr. Client Service RepresentativeJan 04- Jul 06
Macy CherryGlobal Sales EnablementView Profile, Macy CherryRobert FischerProduct Sales Solutions ConsultantView Profile, Robert FischerAaron BauerHead Strategic PartnershipsView Profile, Aaron Bauer