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
Morgan StanleyRegistered Client Service AssociateJun 22 - PresentLpl FinancialFinancial AdvisorJul 18- Jun 22
Shannon OdonnellCaptioning AgentView Profile, Shannon OdonnellTracy FreundTechnical Support ConsultantView Profile, Tracy FreundFreida WallCustomer Relations ManagerView Profile, Freida Wall