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
Morgan StanleyBusiness Development DirectorAug 20 - PresentAmeriprise Financial Services LlcBranch ManagerFeb 19- Aug 20Wells Fargo AdvisorsRegional Brokerage ManagerApr 10- Oct 15
Brooks WilliamsSales DirectorView Profile, Brooks WilliamsPatricia WedwardSales Coordinator ManagerView Profile, Patricia WedwardSamantha JacobsSales ManagerView Profile, Samantha Jacobs