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
Steelview Wealth ManagementFinancial AdvisorApr 24 - PresentBaillie GiffordRelationship Manager | US Financial Intermediaries Dec 21- Apr 24Morgan StanleyAssociateJul 20- Nov 21
Steven DurrantFP A DirectorView Profile, steven durrantCurt BarsnessDirector Of Finance And AccountingView Profile, curt barsnessElizabeth PatchTax Accounting AssociateView Profile, elizabeth patch