Account Type****** ********Account Owner**** *****Account Opps/Deals******** ***Closed Won • Mar 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