Account Type****** ******Account Owner******* ****Account Opps/Deals**** ***Closed Won • Jan 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
Melinda CarmichaelLoan SpecialistView Profile, Melinda CarmichaelZachary KhazzamInvestorView Profile, Zachary KhazzamRegina JacksonAccounting SpecialistView Profile, Regina Jackson