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
WorkivaArea Sales DirectorMay 21 - PresentDirexionSenior Institutional Sales and Capital Markets StrategistJan 19- May 21Morgan StanleyInstitutional Wealth ServicesSep 13- Jan 19
Eoin RyanAgency Alliance Program ManagerView Profile, eoin ryanOr BercoviciBusiness Development ManagerView Profile, or bercoviciThu Sandy TranBusiness Development ManagerView Profile, thu (sandy) tran