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 StanleySenior Vice President / Financial Advisor, CRPC®Sep 20 - PresentAmeriprise Financial Services LlcBranch ManagerMay 09- Sep 20Smith BarneyFinancial AdvisorAug 03- May 09
Jason WarrVice President For Business ControllerView Profile, Jason WarrNathan BarbourChief Financial OfficerView Profile, Nathan BarbourKenneth DelalcazarExecutive Vice President Of FinanceView Profile, Kenneth Delalcazar