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
Ep Wealth AdvisorsWealth AdvisorJan 25 - PresentKayne Anderson RudnickSenior AssociateDec 21- Jan 25Morgan StanleyRegistered AssociateJul 19- Nov 21
Dennis DuongAssets AnalystView Profile, Dennis DuongMark MurrellHead Of Finance OperationsView Profile, Mark MurrellChris ClowdsleyAnalyst Valuation AdvisoryView Profile, Chris Clowdsley