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
Morgan StanleyFinancial Advisor AssociateMay 20 - PresentNorthwestern MutualWealth Management Co. Financial AdvisorJul 19- May 20
Trevor BogusStaff AccountantView Profile, trevor bogusStephanie BlakelockJunior AccountantView Profile, stephanie blakelockJustin SheirInvestment Banking AnalystView Profile, justin sheir