Account Type****** ********Account Owner**** ******Account Opps/Deals*** ********Closed Won • Jan 25***K $Closed
******** *******Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
J P MorganFinancial AdvisorAug 21 - PresentMerrill EdgeFinancial Solutions AdvisorMay 20- Aug 21Morgan StanleyFinancial AdvisorApr 18- Sep 19
Caren GanciSenior Mortgage UnderwriterView Profile, Caren GanciRebecca SmithFinance Manager USView Profile, Rebecca SmithLauren MastersonSenior AccountantView Profile, Lauren Masterson