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
Morgan StanleySenior Vice President / Executive Financial Services Director / Portfolio Management DirectorJul 02 - PresentHambrecht QuistSenior Vice PresidentDec 96- Mar 01
Lukas WickartChief Financial OfficerView Profile, lukas wickartMike ProctorFinancial Advisor PresidentView Profile, mike proctorDavid DinermanChief Financial OfficerView Profile, david dinerman