Account Type****** *******Account Owner****** ***Account Opps/Deals*** ******Closed Won • Dec 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
Scott SuttonMemberView Profile, scott suttonJeff BucknerSenior Content DeveloperView Profile, jeff bucknerSamantha CoolmanProducerView Profile, samantha coolman