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
Jack CartwrightChief Financial Officer InterimView Profile, Jack CartwrightXi LuoAccounting ManagerView Profile, Xi LuoHiral ShahAccounting Operations ManagerView Profile, Hiral Shah