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 StanleyTax Operations Manager and DirectorDec 15 - PresentTransamerica Financial Advisors IncFinancial AdvisorApr 15- Dec 15Loomis Sayles CompanyMacro Strategies Research AssociateJun 13- Jul 15
Marsha SteinbeisserControllerView Profile, marsha steinbeisserRenuka AyerChief Operating Officer Chief Financial OfficerView Profile, renuka ayerZane OlfertStrategic Finance Manager GTMView Profile, zane olfert