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 StanleyService Manager - Vice President Jun 22 - PresentWells Fargo Brokerage Field Support Associate Manager - Vice PresidentNov 19- Jun 22Wells Fargo AdvisorsComplex Operations Manager - Vice President Jul 08- Nov 19
Christopher FarringtonManaging Director Private Client PracticeView Profile, Christopher FarringtonPatrick FolanVice PresidentView Profile, Patrick FolanNavrina SinghFounder CEO Credo AIView Profile, Navrina Singh