Account Type****** ***Account Owner***** ****Account Opps/Deals****** ***Closed Won • Dec 24**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
Tom PigozziAssociateView Profile, tom pigozziCaleb EnglishCfoView Profile, caleb englishAnsley WhitePrivate Equity AssociateView Profile, ansley white