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 StanleyAVP, Global Intelligence & Tax MobilityNov 19 - PresentCharles SchwabInvestment Consultant, Portfolio Solutions Group at Charles SchwabAug 11- Sep 19Pls Financial Services IncCustomer Service RepresentativeJul 10- Jul 11
Kendal Wilson FmvaVice President FinanceView Profile, Kendal Wilson FmvaJeff JacksonSenior Vice President Of FinanceView Profile, Jeff JacksonLeon BeukesSenior Director Hedge Fund ResearchView Profile, Leon Beukes