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 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
Shane EarleyCo FounderView Profile, shane earleySarah FriswellChief Executive OfficerView Profile, sarah friswellJack HarveyChief Executive OfficerView Profile, jack harvey