Account Type**** ****Account Owner**** ***Account Opps/Deals****** ******Closed Won • Aug 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
Marty CunninghamManaging Partner Head Of Client Top Line Growth And Strategic Insights Lead InsightsView Profile, marty cunninghamBilly LiandyEcommerce Specialist My HouseView Profile, billy liandyBar MorLegal CounselView Profile, bar mor