Account Type******** ********Account Owner******* *****Account Opps/Deals***** ***Closed Won • Oct 24****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Morgan StanleyFinancial AdvisorJun 16 - PresentNorthwestern MutualFinancial RepresentativeJan 14- Jun 16
Cassie CraigSenior Payment SpecialistView Profile, cassie craigLisa LawrenceSenior Fees ManagerView Profile, lisa lawrenceHayim CohenFinancial Crime InvestigatorView Profile, hayim cohen