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 StanleyFinancial AdvisorOct 19 - PresentUbsSr. Registered Client Service AssociateFeb 12- May 19Merrill LynchSr. Registered Client Service AssociateOct 06- Feb 12
Matt DubreuilHead Of RevenueView Profile, Matt DubreuilJessica PrangeManager Financial AnalysisView Profile, Jessica PrangeSandy TurnerAccounts Receivable SpecialistView Profile, Sandy Turner