Account Type******* ******Account Owner***** ********Account Opps/Deals******** ****Closed Won • Dec 24***K $Closed
******** *******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
HealthequitySr Investment Trust AnalystNov 19 - PresentMorgan StanleyRisk Officer / Senior Registered Options PrincipalApr 12- Nov 19Fidelity InvestmentsFinancial Sales RepresentativeJun 10- Apr 12
Emily TutenPrivate Wealth AssociateView Profile, emily tutenAmr AbdoFinance ManagerView Profile, amr abdoZachary RoederAgency MBS TradingView Profile, zachary roeder