Account Type******** ****Account Owner******** *******Account Opps/Deals***** ********Closed Won • Nov 24**K $Closed
****** ****Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Morgan StanleyExecutive Financial Services Director, Family Wealth Director, First Vice PresidentMar 15 - PresentMerrill LynchFinancial AdvisorJun 11- Mar 15
Justin BevilleAssociate Vice PresidentView Profile, justin bevilleColin WonsVice President Sponsor FinanceView Profile, colin wonsAndrew DahleChief Financial OfficerView Profile, andrew dahle