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 FINANCIAL PLANNER®, Financial Advisor May 22 - PresentEquitable AdvisorsCERTIFIED FINANCIAL PLANNER™ Jan 20- May 22Axa Advisors LlcFinancial ProfessionalMay 17- Jan 20
Darragh ByrneF Inancial Services Advisory ConsultantView Profile, darragh byrneSteve BaroniPartner Accounting And CFO Advisory And Software Consulting GroupsView Profile, steve baroniLiam WatsonSupervising Actuary Financial LinesView Profile, liam watson