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
PwcDirector, Wealth & Asset ManagementSep 15 - PresentMorgan StanleyWealth Management Rotational AnalystJun 13- Sep 15Waddell ReedFinancial Services InternSep 12- Apr 13
Alison HeathFinance ManagerView Profile, alison heathRassim YahiFinancial ControllerView Profile, rassim yahiLien DebuckCFOView Profile, lien debuck