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 StanleyFinancial AdvisorMar 14 - PresentMerrill LynchRegistered Client AssociateMay 12- Mar 14
Adriana Sosa CanosaSenior Business Planning Controlling And Accounting Mentor And Consultant DeveloperView Profile, Adriana Sosa CanosaBrandon HeidSenior Financial Planning Practice Management ConsultantView Profile, Brandon HeidJustina StepkowiczAgency Bill AccountantView Profile, Justina Stepkowicz