Account Type***** ******Account Owner**** ******Account Opps/Deals**** ***Closed Won • Feb 25****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
Nestor J Caussade MoralesMortgage Broker Serving All Of TXView Profile, Nestor J Caussade MoralesKiran SweeneyInvestment Analyst Specialist Investment AdvisoryView Profile, Kiran SweeneyAnn KahaririTranscriberView Profile, Ann Kahariri