Account Type****** *****Account Owner******** ***Account Opps/Deals**** ********Closed Won • Oct 24****K $Closed
****** ****Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
GlenmedeRelationship Manager / Portfolio ManagerApr 12 - PresentMorgan StanleyFinancial AdvisorJan 09- Mar 12Rbc Wealth ManagementFinancial AdvisorNov 02- Nov 05
Erin ElliottAssociate DirectorView Profile, erin elliottSharmi GandhiChief Financial And Strategy OfficerView Profile, sharmi gandhiLee HorowitzCo Head Internet Equity ResearchView Profile, lee horowitz