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
Dynasty Financial PartnersManaging DirectorJul 12 - PresentMorgan StanleyExecutive Director Wealth Advisory ServicesJul 09- Jan 12Smith BarneyDirector of Wealth Management - Central DivisionApr 99- Jun 09
Aman SachdevaProject Support RepresentativeView Profile, Aman SachdevaMonique Esquibel SenaSTEM Grants Project Coordinator Web Content ManagerView Profile, Monique Esquibel SenaKabir UppalPartnerView Profile, Kabir Uppal