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 StanleyClient Services AssociateSep 23 - PresentMirae Asset Securities Usa IncSummer InternJun 22- Jul 22Blue Ocean Wealth SolutionsInsurance AgentJun 21- Aug 21
Clayton SnyderClient Services CoordinatorView Profile, clayton snyderWilliam FalloneCustomer Service ExpertView Profile, william falloneDrew OliverManager Customer OperationsView Profile, drew oliver