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
Morgan StanleyExecutive Financial Services Director, Family Wealth Director, First Vice PresidentMar 15 - PresentMerrill LynchFinancial AdvisorJun 11- Mar 15
David WolpertDirector Of Finance And Business OperationsView Profile, David WolpertJarred CragheadVP Division ControllerView Profile, Jarred CragheadAndrew Andy AustinChief Financial OfficerView Profile, Andrew Andy Austin