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 StanleyRegistered Client Service AssociateApr 19 - PresentWells Fargo AdvisorsRegistered Client AssociateFeb 18- Mar 19Ameriprise Financial Services LlcSenior Licensed Customer ProfessionalApr 16- Feb 18
Heather HegreQuality Analyst Customer CareView Profile, Heather HegreStefanie De NinoCustomer Service RepresentativeView Profile, Stefanie De NinoRyan J RobertsAssociate Institutional Client GroupView Profile, Ryan J Roberts