Account Type******** ****Account Owner*** ******Account Opps/Deals******** ********Closed Won • Feb 25****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Morgan StanleySenior Participant EducatorJan 22 - PresentE Trade From Morgan StanleyStock Plan Services RepresentativeJul 13- Jan 22Wells FargoLicensed Personal BankerMar 06- Jul 12
Benjamin CroweSenior Service Technical Account ManagerView Profile, Benjamin CroweMike HansonSenior Customer Success ManagerView Profile, Mike HansonAlex MccormickClient Success DirectorView Profile, Alex Mccormick