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 Associate Jul 21 - PresentWells Fargo AdvisorsMarketing Client AssociateMar 08- Jul 21
Alisha MeehanSr Accounting Operations AnalystView Profile, alisha meehanJamil Taylor JacksonMortgage Loan OfficerView Profile, jamil taylor jacksonKimberee Thomas BernardBusiness AnalystView Profile, kimberee thomas-bernard