Account Type******* *****Account Owner*** *******Account Opps/Deals**** *****Closed Won • Mar 25***K $Closed
******* ********Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Morgan StanleyExecutive Director, Private Wealth AdvisorJan 25 - PresentDeutsche BankDirectorSep 21- Jan 25Bank Of America Private BankVice President, Private Client AdvisorMar 18- Aug 21