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 StanleySenior Aquistion Financial AdvisorApr 22 - PresentMerrill EdgeAssistant Vice President- Premium Elite Relationship ManagerJan 14- Apr 22Axa UsFinancial PlannerJun 13- Dec 13
Linda Ott She Her HersLoan Underwriter IView Profile, Linda Ott She Her HersBrian SheaChief Financial OfficerView Profile, Brian SheaRonen BotzerCFOView Profile, Ronen Botzer