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
MarshberryDirector - Wealth Advisory ServicesJan 21 - PresentNationwide FinancialAssociate Vice PresidentJan 11- Jan 21Morgan StanleySenior Manager, FinanceJan 07- Jan 11
Zach StromDirector Capital MarketsView Profile, Zach StromKevin StrongBusiness Development Manager Residential Lending SolutionsView Profile, Kevin StrongMatthew DohertyEquity Research AnalystView Profile, Matthew Doherty