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
Morgan StanleyCertified Exit Planning Advisor | Financial Planning Specialist | Financial AdvisorDec 16 - PresentSeo Sponsors For Educational OpportunityCorporate Financial Leadership Program ManagerJan 12- Jan 13Pitney BowesAudit & Advisory ServicesJan 11- Jan 12
David AHead Of FinanceView Profile, David AJohn HallPartner Investment RelationsView Profile, John HallJustin SumnerSenior Portfolio ManagerView Profile, Justin Sumner