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 FINANCIAL PLANNER®, Financial Advisor May 22 - PresentEquitable AdvisorsCERTIFIED FINANCIAL PLANNER™ Jan 20- May 22Axa Advisors LlcFinancial ProfessionalMay 17- Jan 20
Amanda JonesManager Accounting ReportingView Profile, Amanda JonesRuth BaileyHead Of In Business Risk Banking InternationalView Profile, Ruth BaileyKassandra StoutFinance OfficerView Profile, Kassandra Stout