Account Type****** ****Account Owner*** *******Account Opps/Deals*** ********Closed Won • Oct 24***K $Closed
**** ***Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
E Trade From Morgan StanleySenior Strategist, Investor EducationApr 11 - PresentAmeritradeManaging Director, Client CommunicationsApr 02- Jul 07
Casey MaherBusiness Experience Planning And Administration Senior StrategyView Profile, casey maherDuncan RussellSenior Business ConsultantView Profile, duncan russellErin GreenhalghSenior StrategistView Profile, erin greenhalgh