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
Duncan MckeenExecutive Vice President Financial ModelingView Profile, Duncan MckeenAndrew ContiChief Financial OfficerView Profile, Andrew ContiMeagan Schaller KingExecutive Vice President Financial OperationsView Profile, Meagan Schaller King