Account Type***** *****Account Owner****** *******Account Opps/Deals******* ****Closed Won • Jan 25****K $Closed
*** ******Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Morgan StanleySenior Vice President | Financial AdvisorAug 10 - PresentUbsRegistered AssociateAug 08- Aug 10Royal Alliance AssociatesRegistered RepresentativeAug 05- Aug 08
Ryan RendinoVice President Financial Planning AnalysisView Profile, Ryan RendinoColleen D FayFinancial Services Practice LeaderView Profile, Colleen D FayMyrna DewittDirector International ControllerView Profile, Myrna Dewitt