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
William BlairPartnerSep 15 - PresentBarclays Wealth ManagementDeputy DirectorJun 13- Sep 15Morgan StanleyExecutive Director, Wealth Mgmt AdministrationAug 83- Jun 13
Steffen LeckertManaging DirectorView Profile, steffen leckertJenny PorterfieldEvents ManagerView Profile, jenny porterfieldShane PeeryPartnerView Profile, shane peery