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 StanleyExecutive Director | Client Engagement Strategy & Execution Jul 19 - PresentCharles SchwabSenior Client Service Manager, Stock Plan ServicesOct 06- Jul 19
David JExecutive DirectorView Profile, David JKarina Lopez AngaritaExecutive DirectorView Profile, Karina Lopez AngaritaThomas BohnExecutive DirectorView Profile, Thomas Bohn