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 StanleyFirst Vice President, Private BankerOct 20 - PresentCharles SchwabRegional Bank Manager Aug 18- Oct 20Morgan StanleyFirst Vice President, Private BankerApr 11- Aug 18
Arben AvdiuVice President Finance AccountingView Profile, Arben AvdiuPeyton WhiteVice President Of FinanceView Profile, Peyton WhiteTodd BukovichChief Financial OfficerView Profile, Todd Bukovich