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 StanleyVice President, Consulting Group Advisory DirectorOct 18 - PresentMassmutualRegional Director - Financial Planning & AdviceFeb 17- Oct 18Ameriprise Financial Services LlcRegional Sales Director, Advisor Business Development GroupNov 13- Feb 17
Charles MchughRetiredView Profile, Charles MchughElizabeth CurranSenior Director Of Policy And Regulatory AffairsView Profile, Elizabeth CurranTracey JaneyNational Field Service DirectorView Profile, Tracey Janey