Account Type******** ********Account Owner**** ******Account Opps/Deals******** ******Closed Won • Nov 24****K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Wells Fargo AdvisorsManaging Director - Investments, Financial AdvisorJul 23 - PresentStephensSenior Vice PresidentMay 17- Jul 23Morgan Stanley Private Wealth ManagementExecutive Director and Private Wealth AdvisorMar 08- Jun 17
John DougalChief Financial OfficerView Profile, john dougalMohit ManochaChief Financial OfficerView Profile, mohit manochaJohn JurgaitisChief Investment OfficerView Profile, john jurgaitis