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 StanleyExecutive Director, Alternative Investments Sales DirectorMar 22 - PresentAngel Oak Capital Advisors LlcSenior Vice President Institutional Business DevelomentDec 18- Mar 22Rbc Capital MarketsVice President, Advisor Services Jun 11- Sep 13
John GarrettAccount Management ExecutiveView Profile, John GarrettJill JohnsonVP Personal LinesView Profile, Jill JohnsonDaniel ArevaloSenior Channel Sales ExecutiveView Profile, Daniel Arevalo