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 StanleyFinancial AdvisorJan 22 - PresentE Trade From Morgan StanleyFinancial ConsultantSep 19- Nov 22UbsFinancial AdvisorMar 14- Sep 19
Ashley FischerCash Management Support SpecialistView Profile, Ashley FischerLuisa CapobiancoIncoming Investment Banking AnalystView Profile, Luisa CapobiancoLogan SizemoreFinancial Systems ManagerView Profile, Logan Sizemore