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 StanleyVirtual Client Financial AdvisorJan 25 - PresentPriority Wealth PartnersLPL Registered RepresentativeNov 23- Jan 25Transamerica Financial Advisors IncRegistered RepresentativeDec 18- Nov 23
Ashley LuCommercial Account ExecutiveView Profile, ashley luVictoria HuangAccount ExecutiveView Profile, victoria huangCallum PeachBusiness Development Associate EMEAView Profile, callum peach