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
Morgan StanleyWealth Management Client ServicesMay 20 - PresentUsbancorp Investment IncWealth Management AssociateJul 19- Dec 19
Raquel PicazoCustomer ServicesView Profile, raquel picazoKaren RockwellClinical LiaisonView Profile, karen rockwellLiem TranClinical Application Specialist IView Profile, liem tran