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
HealthequitySr Investment Trust AnalystNov 19 - PresentMorgan StanleyRisk Officer / Senior Registered Options PrincipalApr 12- Nov 19Fidelity InvestmentsFinancial Sales RepresentativeJun 10- Apr 12
Benjamin SommersEquity Research AssociateView Profile, benjamin sommersArleny AbadFinancial Planning AnalystView Profile, arleny abadSteven SmithAsset Liability AnalysisView Profile, steven smith