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
Oppenheimer Co IncExecutive Director-InvestmentsApr 06 - PresentMorgan StanleyFinancial AdvisorJan 02- Apr 06Prudential FinancialFinancial AdvisorAug 98- Dec 99