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 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
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