Account Type****** ****Account Owner*** *****Account Opps/Deals**** *****Closed Won • Dec 24****K $Closed
**** *****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Morgan StanleyVice President, Virtual Engagement Associate Program COO Team, Wealth ManagementMar 15 - Present
Rob PrideOwnerView Profile, rob prideStephen WindremExecutive Director Wealth Management Office Of CAOView Profile, stephen windremDaniel MorrillPresidentView Profile, daniel morrill