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 StanleyFinancial Advisor- The Legacy Group of JerichoApr 21 - PresentJpmorganchasePrivate Client BankerOct 17- Apr 21Axa UsRegistered RepresentativeApr 15- Oct 17
Shawn HilbertDirector Quantitative Risk ManagementView Profile, shawn hilbertMia JuhngAssociate DirectorView Profile, mia juhngDan KamrathCFOView Profile, dan kamrath