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 StanleyWealth ManagementJan 22 - PresentNew York FamilyWriter / Shopping Editor of New York FamilyOct 08- May 16Park Piedmont Advisors LLCFinancial Services Associate/Office ManagementJun 06- Feb 08
Kelly HadleyAccounting ClerkView Profile, kelly hadleyXero TeamAccountsView Profile, xero teamJulie OsborneControllerView Profile, julie osborne