Account Type******* ********Account Owner******* *****Account Opps/Deals******* ********Closed Won • Nov 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
William SzymanskiBusiness Development ManagerView Profile, william szymanskiMay CSenior Director Outbound Business PartnersView Profile, may c.Hayley BrandserAccount ExecutiveView Profile, hayley brandser