Account Type**** *****Account Owner******* *******Account Opps/Deals***** ****Closed Won • Feb 25****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
Alec BryanInvestment Banking AnalystView Profile, Alec BryanSara RisiAdvisor BilancioView Profile, Sara RisiRohan HoraGovernment Relations AdvisorView Profile, Rohan Hora