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
Morgan StanleyFinancial AdvisorJun 20 - PresentBank Of America Merrill LynchWealth Management AdvisorFeb 18- Nov 19
Murphy SeanInvestment Product AnalystView Profile, murphy seanKathleen CaputoAccounting ManagerView Profile, kathleen caputoAmy KoonerDirector Of FinanceView Profile, amy kooner