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
Guggenheim PartnersRegional Vice PresidentFeb 19 - PresentMorgan StanleyWealth Advisor AssociateJul 18- Feb 19MarsFinancial Services InternMay 17- Aug 17
Frank ClementiSenior Vice President Nonprofit ServicesView Profile, Frank ClementiScott YoungRetired Executive DirectorView Profile, Scott YoungJonathan KendallBusiness Development ExecutiveView Profile, Jonathan Kendall