Account Type******* ****Account Owner**** *****Account Opps/Deals**** ******Closed Won • Oct 24***K $Closed
***** *******Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Morgan StanleyVice President - Wealth Management, Financial AdvisorMay 20 - PresentUbsVice President - Wealth ManagementFeb 12- May 20Merrill LynchVice President, Senior Financial AdvisorMar 97- Feb 12
Roy FieldsChief Financial OfficerView Profile, roy fieldsMichael T SuchChief Financial OfficerView Profile, michael t. suchRajeev DhirarSVP Business Control ManagerView Profile, rajeev dhirar