Account Type****** ****Account Owner****** ******Account Opps/Deals****** ***Closed Won • Oct 24**K $Closed
**** ********Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Morgan StanleyExecutive DirectorApr 21 - PresentWells Fargo AdvisorsPrivate Wealth Financial AdvisorSep 06- Apr 21
Daniel KennyChief Executive OfficerView Profile, daniel kennyVictor JosebachviliManaging PartnerView Profile, victor josebachviliEric PaperthExecutive Producer Co FounderView Profile, eric paperth