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 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
Peter LubanVice PresidentView Profile, Peter LubanAlexandra Le VanGeneral Manager Commercial Rio Tinto ClosureView Profile, Alexandra Le VanRaymond IdeRetiredView Profile, Raymond Ide