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
Adam MillerDirector Of Financial Planning And AnalysisView Profile, adam millerJessica EversAssociateView Profile, jessica eversSusie StoneAssociate DirectorView Profile, susie stone