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 StanleyVirtual Client Financial AdvisorJan 25 - PresentPriority Wealth PartnersLPL Registered RepresentativeNov 23- Jan 25Transamerica Financial Advisors IncRegistered RepresentativeDec 18- Nov 23
Ryan ShoberEnterprise SalesView Profile, Ryan ShoberDevlin McgillSales DirectorView Profile, Devlin McgillMarc HildenbergerNational Sales DirectorView Profile, Marc Hildenberger