Account Type******* *****Account Owner****** ********Account Opps/Deals***** ****Closed Won • Nov 24**K $Closed
******* ******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Fs InvestmentsDirector, Business DevelopmentSep 23 - PresentMorgan StanleyVice President, Wealth ManagementSep 18- Sep 23Goldman SachsAssociate, Special InvestmentsJul 14- Sep 18
Duane BobstSales DirectorView Profile, duane bobstSanford MccolleySr Manager Channel BusinessView Profile, sanford mccolleyEmmanuel MambrettiExecutive Vice President Client SolutionsView Profile, emmanuel mambretti