Account Type*** ******Account Owner**** ****Account Opps/Deals****** *****Closed Won • Nov 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
Alejandro FaginasCFO Director FinancieroView Profile, alejandro faginasJay MageeManaging Director Financial Services GroupView Profile, jay mageeJonathan LoVice President Growth EquitiesView Profile, jonathan lo