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
Principal Asset ManagementDirector - National AccountsAug 06 - PresentE Trade From Morgan StanleySr. Register Financial Services RepresentativeFeb 04- Aug 06Axa Advisors LlcRegistered Financial AdvisorSep 01- Feb 04
Ashley VallanceChannel Development Team LeadView Profile, Ashley VallanceZachary ThomasAccount ExecutiveView Profile, Zachary ThomasShai Soussan ׂׂAccount ManagerView Profile, Shai Soussan ׂׂ