Account Type*** ***Account Owner***** *****Account Opps/Deals******* ********Closed Won • Nov 24****K $Closed
****** ****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Faxio Private WealthFounder & Managing PartnerDec 22 - PresentPrudential FinancialFinancial AdvisorMay 19- Dec 22Morgan StanleyFinancial AdvisorSep 15- Feb 19
Donghyun ChoChief Executive OfficerView Profile, donghyun choSimon RogersChief Customer OfficerView Profile, simon rogersJacqueline TerrelOwnerView Profile, jacqueline terrel