Account Type***** ******Account Owner*** *******Account Opps/Deals***** *******Closed Won • Dec 24****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Morgan StanleyFinancial Advisor- The Legacy Group of JerichoApr 21 - PresentJpmorganchasePrivate Client BankerOct 17- Apr 21Axa UsRegistered RepresentativeApr 15- Oct 17
Richard VarneySenior Credit UnderwriterView Profile, richard varneyMatt DaytonDebt ConsultantView Profile, matt daytonDavid Kegan BuhlSenior Manager Fund AccountingView Profile, david kegan buhl