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
Fidelity InvestmentsPrivate Wealth Management Planning ConsultantAug 22 - PresentMorgan StanleyWealth Management AssociateSep 20- Jun 22Td AmeritradeRegistered Client AssociateMar 19- Sep 19
Paul NguyenAccounting ManagerView Profile, Paul NguyenKaren Webb SmithSenior Remote Non QM And Jumbo Mortgage UnderwriterView Profile, Karen Webb SmithKarolina SlavkovovaInvestment Banking AssociateView Profile, Karolina Slavkovova