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 StanleyPWM Business Service OfficerMay 20 - PresentUsbancorp Investment IncWealth Management AssociateJul 19- Dec 19
Dennis MinkAdvisorView Profile, Dennis MinkJohn McgrathManaging DirectorView Profile, John McgrathVince BertramDirector SMA SpecialistView Profile, Vince Bertram