Account Type***** ***Account Owner******** *****Account Opps/Deals**** ******Closed Won • Feb 25***K $Closed
****** ********Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Morgan StanleyPrivate Wealth AdvisorApr 18 - PresentAdobeFinancial Analyst InternJun 17- Sep 17Churchill Management GroupWealth Management InternJun 16- Aug 16
Sara StarkFinance ManagerView Profile, Sara StarkMatt GroetelaarsInvestorView Profile, Matt GroetelaarsDavid HackneyControllerView Profile, David Hackney