Account Type******** *******Account Owner******* ****Account Opps/Deals***** ****Closed Won • Oct 24***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
Olav De RoosBuying ManagerView Profile, olav de roosAaron BlassDirector Value Based Care TransformationView Profile, aaron blassRob WilsonManaging DirectorView Profile, rob wilson