Account Type**** *****Account Owner*** ******Account Opps/Deals*** ****Closed Won • Dec 24**K $Closed
******* ********Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
UbsAuthorized OfficerMar 22 - PresentVanguardHigh-Net-Worth Consultant, Senior RepresentativeJul 21- Mar 22Morgan StanleyWealth Advisor AssociateJul 19- Jul 21
Kevin OkeefeAssistant Attorney GeneralView Profile, kevin o'keefeTaylor CashwellSenior Corporate CounselView Profile, taylor cashwellTodd JenningsGeneral CounselView Profile, todd jennings