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 StanleyManaging Director - Wealth Management, Portfolio Manager, Family Wealth Director, Financial AdvisorAug 20 - PresentWells Fargo AdvisorsManaging Director - Investments, Private Wealth Financial AdvisorAug 07- Aug 20
Karen FranciereVice President Treasury Management OfficerView Profile, Karen FranciereNasser KhodriPresident Capital MarketsView Profile, Nasser KhodriBrad MorickVP Internal AuditView Profile, Brad Morick