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 StanleyPrivate Wealth AdvisorDec 20 - PresentUbsSenior Wealth Strategy AssociateJun 14- Dec 20Dun BradstreetGlobal Customer Operations Summer AnalystJun 13- Aug 13
Shane BroderickFinancial AnalystView Profile, Shane BroderickElaine FryFinance ManagerView Profile, Elaine FryDesiree SauerInvestment StrategistView Profile, Desiree Sauer