Account Type******* ****Account Owner**** ****Account Opps/Deals******** *******Closed Won • Sep 24****K $Closed
****** ****Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Morgan StanleyManaging Director, Head of Diversity, Inclusion and Talent - Wealth ManagementMay 04 - PresentWells FargoVice President, Branch Manager Selection and DevelopmentJan 97- Jan 04Merrill LynchAsst. Vice Pres, Marketing Associate, Financial Planning/ Associate- Private Client Dev ProgJan 94- Jan 97
Maureen KeransArea Senior Vice President Senior Client Service ManagerView Profile, maureen keransJoseph GulantPartnerView Profile, joseph gulantAndi ZadehFounderView Profile, andi zadeh