Account Type***** *****Account Owner*** *******Account Opps/Deals****** *******Closed Won • Mar 25****K $Closed
******** ******Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
ForgeBoard MemberMar 25 - PresentMorgan StanleyManaging DirectorJan 18- Mar 25Charles SchwabSenior Vice President, Investor ServicesJan 93- Nov 17