Account Type*** ***Account Owner****** ******Account Opps/Deals****** *******Closed Won • Oct 24**K $Closed
*** ****Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Morgan StanleyVice President / Financial Advisor, CRPC®Sep 20 - PresentAmeriprise Financial Services LlcBranch ManagerMay 09- Sep 20SMITH BARNEYFinancial AdvisorAug 03- May 09
Cathy KresnakChief Financial OfficerView Profile, cathy kresnakDavid MuallimAssociate Vice President InvestmentsView Profile, david muallimJason MaidmentFractional CFOView Profile, jason maidment