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 StanleyVice PresidentJun 22 - PresentJpmorganchasePrivate Client Investment AssociateJan 17- Jan 21Axa Advisors LlcRegistered RepresentativeJan 15- Jan 17
Ashley HagbergVice President Deposits Operations StrategyView Profile, Ashley HagbergKristine Tong LiCo CIO Chief StrategistView Profile, Kristine Tong LiRavi ShahVice PresidentView Profile, Ravi Shah