Account Type****** ****Account Owner*** ********Account Opps/Deals**** *******Closed Won • Dec 24***K $Closed
*** *******Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Wealth Advisory Group LlcFinancial RepresentativeMay 09 - PresentMorgan Stanley Wealth ManagementFinancial RepresentativeJan 04- Jan 09Merrill LynchFinancial RepresentativeJan 98- Jan 04
Elie BlutnerPrivate BankerView Profile, elie blutnerMaria Dolores SousaInternational Assistant ControllerView Profile, maría dolores sousaJeff RuckerAssociate DirectorView Profile, jeff rucker