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
Endeavor Advisors LlcFinancial AdvisorMar 25 - PresentMorgan StanleyPrivate Wealth ManagementJun 23- Feb 25JpmorganchasePrivate BankDec 21- Jun 23
Turab GardeziFinancial Planning And Analysis ManagerView Profile, Turab GardeziShelley BayFinancial Services ConsultantView Profile, Shelley BaySharon LigockiCredit Collections SpecialistView Profile, Sharon Ligocki