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 StanleyWealth ManagementJun 24 - PresentPavilionAssociate MemberNov 20- Jul 24ElectricSenior Account Executive, Sales Team LeadJul 21- Nov 23
Jack HeintzelmanFinancial PlannerView Profile, jack heintzelmanSara BeechRevenue AdvisorView Profile, sara beechThomas DavisTax PreparerView Profile, thomas davis