Account Type******** ***Account Owner****** ********Account Opps/Deals******** ****Closed Won • Aug 24**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
Justin OpielaCommercial Banking Relationship Manager SVPView Profile, justin opielaFerry GoudsblomChief Financial OfficerView Profile, ferry goudsblomJohn McfarlinVP Head Of FinanceView Profile, john mcfarlin