Account Type******** ****Account Owner**** ****Account Opps/Deals*** ********Closed Won • Nov 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
Douglas JohnsonRegional Account DirectorView Profile, douglas johnsonNick WilberdingAccount ExecutiveView Profile, nick wilberdingColin McdonaldStrategic PartnershipsView Profile, colin mcdonald