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
Morgan StanleyManaging Director- Wealth Management, Family Wealth Director, Financial AdvisorDec 97 - Present
Mike NelsonChief Financial OfficerView Profile, Mike NelsonBrent StringerCFO COOView Profile, Brent StringerTimothy GreggVice President Investment BankingView Profile, Timothy Gregg