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
J P MorganExecutive Director - Wealth PartnerOct 18 - PresentMorgan StanleyFirst Vice President - Financial AdvisorFeb 09- Oct 18UbsFinancial AdvisorFeb 04- Feb 09
Kelley ElliottAssistant Vice President Health TransformationView Profile, kelley elliottAngela CreechSenior Vice President Of Restoration And Turns ServicesView Profile, angela creechLinda WilleyVice President Of Business ServicesView Profile, linda willey