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
Morgan StanleyRegistered Client Service AssociateJun 22 - PresentLpl FinancialFinancial AdvisorJul 18- Jun 22
Terry EvansSenior Manager Client Relations CenterView Profile, terry evansMichael GeraghtySr Director Of Technical SupportView Profile, michael geraghtyJonathan GrocockHead Of Global Customer Care Operations Resource Planning And Command Centre OperationsView Profile, jonathan grocock