Account Type*** *******Account Owner****** *******Account Opps/Deals***** ********Closed Won • Aug 24**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
Daniela KandelFounder And CEOView Profile, daniela kandelKristine UjiiyeRVTView Profile, kristine ujiiyeDorothy DunnTeam LeaderView Profile, dorothy dunn