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
Bny WealthRegional Director of Private BankingApr 21 - PresentBank Of America Private BankSenior Vice President , Private Client Advisor. Aug 17- Apr 21Morgan StanleySenior Vice President, Financial AdvisorMay 15- Aug 17
Wayne HeathFounder And CEOView Profile, Wayne HeathMicah NisleyProgram DirectorView Profile, Micah NisleyRam RSenior ManagerView Profile, Ram R