Account Type***** *****Account Owner*** *******Account Opps/Deals***** ********Closed Won • Feb 25**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
Jacob LeeDirector Financial Planning AnalysisView Profile, Jacob LeeJuan VenegasGC Project AccountantView Profile, Juan VenegasHaley ErskineManager Of FinanceView Profile, Haley Erskine