Account Type****** *****Account Owner******* *****Account Opps/Deals**** ****Closed Won • Jan 25***K $Closed
******* ****Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
E Trade From Morgan StanleySenior CSM Public Markets | Equity Edge (EEO)Nov 23 - PresentMorgan StanleyCSM Private Markets | Shareworks Apr 21- Nov 23Fidelity InvestmentsCSM Digital Assets Nov 18- Nov 20
Heather DorstenSenior Regional Account ManagerView Profile, Heather DorstenAudrey MillerSr Account ExecutiveView Profile, Audrey MillerDuarte TrindadeSenior Manager Sales OperationsView Profile, Duarte Trindade