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 StanleySenior Vice President, Financial AdvisorMar 21 - PresentMerrill LynchSenior Financial Advisor, Senior Vice PresidentJun 08- Mar 21
Ricardo CreightonVP FinanceView Profile, Ricardo CreightonRene TruelsenFreelance CFOView Profile, Rene TruelsenDan BennettChief Financial OfficerView Profile, Dan Bennett