Account Type******* ***Account Owner***** ******Account Opps/Deals******* ***Closed Won • Jan 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
Parag ShahVice President Of FinanceView Profile, Parag ShahMichelle SchreyVP FinanceView Profile, Michelle SchreyChristian WilleChief Financial OfficerView Profile, Christian Wille