Account Type******* ******Account Owner***** ******Account Opps/Deals******* *****Closed Won • Mar 25***K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Private Vista LlcSenior AdvisorJun 15 - PresentMorgan StanleyFinancial AdvisorDec 12- May 15Creighton Federal Credit UnionMember Services RepresentativeJul 12- Dec 12