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
Planmember Financial CorporationProgram Manager - Practice ManagementAug 24 - PresentGenter Capital ManagementVice President, Private Client DivisionMar 24- Aug 24Morgan StanleyExecutive Director, Global Investment OfficeJan 22- Jan 24
Dale Symons JrService Center ManagerView Profile, Dale Symons JrHannah YoungService Delivery ManagerView Profile, Hannah YoungKatie FuryServicing ManagerView Profile, Katie Fury