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
William BlairVice President, Wealth AdvisorJan 16 - PresentHightower AdvisorsDirector, Transitions & OnboardingDec 11- Feb 16Morgan StanleyRegistered AssociateSep 06- Dec 11
Stephanie KingeryChief Financial OfficerView Profile, Stephanie KingeryColleen ShannonChief Financial OfficerView Profile, Colleen ShannonLara McfarlinVice President Of Accounting FinanceView Profile, Lara Mcfarlin