Account Type******** ********Account Owner**** ********Account Opps/Deals****** ******Closed Won • Jan 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
David CoyneHead Of Commercial FinanceView Profile, David CoyneKristi KellyDirector Strategic Pricing Revenue ManagementView Profile, Kristi KellyDarren HoSr Billing ManagerView Profile, Darren Ho