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
WorkivaArea Sales DirectorMay 21 - PresentDirexionSenior Institutional Sales and Capital Markets StrategistJan 19- May 21Morgan StanleyInstitutional Wealth ServicesSep 13- Jan 19
Chelsea McdonaldAccount Executive SoutheastView Profile, chelsea mcdonaldKevin BalleriniSales Director Commercials TeamView Profile, kevin balleriniKatelyn DinataleCommercial Training And Enablement ManagerView Profile, katelyn dinatale