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
Morgan StanleySenior Client Service AssociateSep 12- Jan 25Fidelity InvestmentsSenior Secretary to Sales DirectorJan 89- Jan 98
Haley TyrrellClient Services ManagerView Profile, Haley TyrrellSheila ShafferCustomer CareView Profile, Sheila ShafferGeorge SantosSenior Customer Operations RepresentativeView Profile, George Santos