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
Carson WealthOperations Manager and Associate Wealth AdvisorOct 23 - PresentMorgan StanleyBusiness Services ManagerFeb 15- Nov 19E Trade From Morgan StanleySenior AssociateNov 11- Feb 15
Rhonda CaussinAdministrative ManagerView Profile, Rhonda CaussinHabib FarhadDirector Global Wholesale OperationsView Profile, Habib FarhadSteve WareSystem AdministratorView Profile, Steve Ware