Account Type****** ********Account Owner*** ***Account Opps/Deals****** *******Closed Won • Oct 24**K $Closed
**** ****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Morgan StanleyFinancial AdvisorNov 22 - PresentE Trade From Morgan StanleyFinancial ConsultantFeb 17- Dec 22Morgan StanleyFinancial Advisor AssociateNov 15- Feb 17
Sean KellyFinancial AdvisorView Profile, sean kellyMichele BunacOrder Administration Billing AnalystView Profile, michele bunacAlberto FernandesAssociateView Profile, alberto fernandes