Account Type****** ********Account Owner******* *******Account Opps/Deals******* *****Closed Won • Jul 24**K $Closed
******* ****Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Morgan StanleyManaging Director, Chief Operating Officer- Field Management, Morgan Stanley Wealth ManagementJan 24- Jan 00
Lisa MeeCompany OwnerView Profile, lisa meeMichael HayFounder And Managing PartnerView Profile, michael hayKirk ThompsonCo FounderView Profile, kirk thompson