Account Type*** ***Account Owner****** ******Account Opps/Deals******** *****Closed Won • Oct 24**K $Closed
**** ****Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Destination Wealth AdvisorsPartner, Wealth AdvisorMar 23 - PresentMerrill LynchFinancial AdvisorJul 06- Mar 23Morgan StanleyFinancial AdvisorOct 98- Jun 06
Sean StrattonDirector Of FinanceView Profile, sean strattonBonnie MoavCFOView Profile, bonnie moavAndrew MooreDeputy ControllerView Profile, andrew moore