Account Type****** *******Account Owner**** ****Account Opps/Deals******* ***Closed Won • Feb 25****K $Closed
******* ***Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Morgan StanleyClient Services AssociateSep 23 - PresentMirae Asset Securities Usa IncSummer InternJun 22- Jul 22Blue Ocean Wealth SolutionsInsurance AgentJun 21- Aug 21
Steven HoeferClinical Applications SpecialistView Profile, Steven HoeferLucila SilvaConciergeView Profile, Lucila SilvaSarah SuarezCustomer Service RepresentativeView Profile, Sarah Suarez