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 StanleyExecutive Relationship ManagerJul 22 - PresentE Trade From Morgan StanleyFinancial ConsultantDec 19- Jul 22Nationwide FinancialRegional Vice PresidentJan 13- Jan 18
Barbara RedstoneVP Sales Distribution Retirement PlansView Profile, barbara redstoneBrian RakersSenior VP SalesView Profile, brian rakersMegan WerrellDirector Sales Training And DevelopmentView Profile, megan werrell