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
Wells FargoPortfolio ManagerJul 19- Jul 24Morgan StanleyWealth Management InternAug 18- Mar 19Riders ShareSales and Marketing InternJun 18- Mar 19