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
StephensSenior Vice President, Senior Financial ConsultantFeb 11 - PresentMorgan StanleyFinancial Advisor, Financial Planning SpecialistAug 08- Feb 11
Bryan SanchezChief Investment OfficerView Profile, bryan sanchezRochelle LewisChief Financial OfficerView Profile, rochelle lewisJill Kutzbach SanchezVice President Financial ReportingView Profile, jill kutzbach sanchez