Account Type**** ******Account Owner***** ****Account Opps/Deals**** ****Closed Won • Jan 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
Shaun YeoCustomer Service RepresentativeView Profile, Shaun YeoMargo RichardsonClient Services AssociateView Profile, Margo RichardsonAndrew BothunClaims RepresentativeView Profile, Andrew Bothun