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
Shaw And PartnersSenior Financial Adviser and State manager, SAApr 17- Apr 23Morgan StanleyVice President - Financial AdviserMar 13- Mar 17JbwereDirector, Private Wealth ManagementJan 08- Feb 13
Stephanie GrantFinance ManagerView Profile, Stephanie GrantJacqueline SimCredit Portfolio ManagerView Profile, Jacqueline SimMaranda DziekonskiLimited PartnerView Profile, Maranda Dziekonski