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
Dynasty Financial PartnersMember, Board of DirectorsNov 10 - PresentMorgan StanleyDivisional DirectorJan 97- Jan 09
Bob ThurmanGlobal VP W Ilson R D GM Global GolfView Profile, Bob ThurmanErik HubermanFounder And CEOView Profile, Erik HubermanRichard VieiraExecutive FellowView Profile, Richard Vieira