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
Morgan StanleyRegistered Client Service AssociateJun 22 - PresentLpl FinancialFinancial AdvisorJul 18- Jun 22
Linnea SlasonSenior Client AdvisorView Profile, linnea slasonSamantha PayneCommercial Team Coordinator Client Contact CenterView Profile, samantha payneNyeimah WilliamsCustomer Service SpecialistView Profile, nyeimah williams