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 StanleyFinancial Advisor AssociateMay 20 - PresentNorthwestern MutualWealth Management Co. Financial AdvisorJul 19- May 20
Matthew WinfieldFinance Manager Internal ControlsView Profile, Matthew WinfieldStephanie GastonRegulatory Financial Reporting ManagerView Profile, Stephanie GastonTravis ArmandDirector Of FinanceView Profile, Travis Armand