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
Montgomery Wealth AdvisorsFounder and PrincipalJun 15 - PresentMorgan StanleyFinancial AdvisorAug 13- May 15
Marc HeubergerFounder CEOView Profile, Marc HeubergerRyan YoungPresident And CEOView Profile, Ryan YoungVirginia JackoPresident CEOView Profile, Virginia Jacko