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
Morgan StanleyVP Trust Operations Risk Manager Private BankAug 11 - PresentKnowledgentConsultantApr 10- Aug 11Wells FargoWealth Management Regional DirectorMar 86- Mar 10
Kevin WearneOperations CoordinatorView Profile, kevin wearneGrace McdonaldOffice ManagerView Profile, grace mcdonaldAlejandro MerinoArchitecture ManagerView Profile, alejandro merino