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
Morgan StanleyVP Trust Operations Risk Manager Private BankAug 11 - PresentKnowledgentConsultantApr 10- Aug 11Wells FargoWealth Management Regional DirectorMar 86- Mar 10
Joe McclanahanOncology Business ManagerView Profile, Joe McclanahanSandrine DufresneLa Fibre By CGM NETView Profile, Sandrine DufresneSarah CookCustomer Operations ManagerView Profile, Sarah Cook