Account Type**** ********Account Owner******** *****Account Opps/Deals**** *******Closed Won • Dec 24**K $Closed
****** *******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Rbc Wealth ManagementSenior VPMay 20 - PresentMorgan StanleyExecutive Director Financial AdvisorFeb 13- May 20J P MorganSenior Managing DirectorJun 09- Feb 13
Michael DaveyChief Executive OfficerView Profile, michael daveyGil AlloucheChief Executive OfficerView Profile, gil alloucheAnthony VeverkaManaging DirectorView Profile, anthony veverka