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 StanleyPlatinum Relationship ManagerJan 23 - PresentE Trade From Morgan StanleyFinancial Consultant at E*TRADE from Morgan StanleyAug 20- Jan 23Axa Advisors LlcFinancial ProfessionalMar 17- May 19
Gautam GulatiSenior Manager Integrations Sales EngineeringView Profile, Gautam GulatiCorey FreedmanNational Sales Manager MM ENTView Profile, Corey FreedmanCharles GerasimovRelationship Account ManagerView Profile, Charles Gerasimov