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 StanleyFinancial AdvisorMay 22 - PresentWells Fargo AdvisorsFinancial AdvisorOct 17- May 22Wells FargoHome Mortgage ConsultantNov 15- Oct 17
Neal JacobsSenior Managing Director Capital MarketsView Profile, Neal JacobsHarrison KriegerFinancial ControllerView Profile, Harrison KriegerGlen MelloSenior Credit OfficerView Profile, Glen Mello