Account Type******** ****Account Owner***** ******Account Opps/Deals******* ******Closed Won • Nov 24***K $Closed
******* ********Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
StephensVice President - Private Client GroupJan 14 - PresentMorgan StanleyVice PresidentJan 09- Jun 14Legg Mason Acquired By Franklin TempletonVice PresidentJan 00- Dec 05
Mike MorganGeneral Manager Business OperationsView Profile, mike morganSam StoneDealer Advisory Board MemberView Profile, sam stoneLesley MccarthySenior Vice President Model DivisionView Profile, lesley mccarthy