Account Type******** ***Account Owner****** ****Account Opps/Deals******** *****Closed Won • Nov 24***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
Boris GenovManaging Director Tax DirectorView Profile, boris genovClay EvansVice President Private Wealth AdvisorView Profile, clay evansAlex KellyChief Financial OfficerView Profile, alex kelly