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
William BlairManaging Director, Wealth AdvisorJan 19 - PresentBrown AdvisoryPrincipal, Wealth AdvisorFeb 04- Jan 19Morgan StanleyVice President, Financial AdvisorOct 99- Feb 04
Randi LaforgeHappily RetiredView Profile, Randi LaforgeEthan EhrenbergBoard ObserverView Profile, Ethan EhrenbergMichael CohenAssistant Vice PresidentView Profile, Michael Cohen