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 StanleyVice PresidentOct 19 - PresentVanguardSmall Business Retirement Sales SpecialistSep 17- Oct 19
David RecchiaFounderView Profile, David RecchiaDeepak BhatVice President DevelopmentView Profile, Deepak BhatJames HarbourOwnerView Profile, James Harbour