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, 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
Elizabeth Janis PerlAlumni Engagement And Development DirectorView Profile, elizabeth janis perlMark ReeseFounderView Profile, mark reeseCharles MathonFounderView Profile, charles mathon