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
Seacrest Wealth ManagementWealth ManagerJan 15- Jan 17Morgan StanleyPortfolio ManagerJan 13- Jan 15Merrill LynchFinancial AdvisorJan 11- Jan 13
Megan OrearPresident CEOView Profile, Megan OrearCasey CalkinsPresident And Executive CoachView Profile, Casey CalkinsMichael RoyerPresidentView Profile, Michael Royer