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 StanleyFinancial AdvisorMar 21 - PresentWells Fargo AdvisorsFinancial AdvisorJun 14- Mar 21Wedbush SecuritiesInstitutional SalesJan 10- Jun 14
Emily BurkeAccountantView Profile, emily burkeAlex BennettAssociateView Profile, alex bennettChristopher BeckmanFinance SpecialistView Profile, christopher beckman