Account Type******** ***Account Owner*** *******Account Opps/Deals**** ***Closed Won • Nov 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
Bryan JonesChief Financial OfficerView Profile, bryan jonesCaleb CoffmanArea Vice President Financial ServicesView Profile, caleb coffmanNathan LabineChief Financial OfficerView Profile, nathan labine