Account Type*** ****Account Owner******* *****Account Opps/Deals*** ****Closed Won • Mar 25****K $Closed
******** ******Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Morgan StanleyManaging Director, Private Wealth AdvisorApr 95 - PresentA G Edwards Sons IncAssociateJan 94- Jan 95Prudential FinancialAssociateJan 91- Jan 94