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
Wells FargoFixed Income SalesSep 07 - PresentMorgan StanleyClient AssociateApr 07- Sep 07Merrill Lynch401k Plan SpecialistMay 06- Apr 07
Kevin BolandSenior Account ExecutiveView Profile, kevin bolandElijah VelasquezAccount ExecutiveView Profile, elijah velasquezJordan FreibrunSenior AssociateView Profile, jordan freibrun