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
Dynasty Financial PartnersMember, Board of DirectorsNov 10 - PresentMorgan StanleyDivisional DirectorJan 97- Jan 09
Ken HerskovitzChief Executive OfficerView Profile, ken herskovitzBrett FabrizioCo FounderView Profile, brett fabrizioBrian JacksonPresident COOView Profile, brian jackson