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
CaptrustSenior Client Relationship Manager, Wealth Client ServiceJul 06 - PresentMorgan StanleySr. Client Service RepresentativeJan 04- Jul 06
Ken PlunkettDirector Of Sales SupportView Profile, Ken PlunkettEmily ChaineyBusiness Development ExecutiveView Profile, Emily ChaineyDaniel AlexanderSales AssociateView Profile, Daniel Alexander