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
Morgan StanleyFinancial AdvisorJun 20 - PresentBank Of America Merrill LynchWealth Management AdvisorFeb 18- Nov 19
Shyra L CostasInvestment AssociateView Profile, shyra l. costasTravis Monroe NeeseSenior Billing AdministratorView Profile, travis monroe neeseAliyah LiuAccountantView Profile, aliyah liu