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 StanleyTax Operations Manager and DirectorDec 15 - PresentTransamerica Financial Advisors IncFinancial AdvisorApr 15- Dec 15Loomis Sayles CompanyMacro Strategies Research AssociateJun 13- Jul 15
Victoria RauseoBusiness Financial Services Marketing ManagerView Profile, Victoria RauseoPeter BabejHead Of BankingView Profile, Peter BabejMichelle WaddellControllerView Profile, Michelle Waddell