Account Type****** *****Account Owner***** ******Account Opps/Deals**** ****Closed Won • Sep 24***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
Ginger TranterDirector Product EnablementView Profile, ginger tranterKent LonsdaleSales And Rental SpecialistView Profile, kent lonsdaleXiangyi TangStaff Product ManagerView Profile, xiangyi tang