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
Wells Fargo AdvisorsFinancial AdvisorDec 24 - PresentMorgan StanleyRegistered AssociateJun 19- Dec 24
Louise WatsonHead Of Finance Governance Risk ManagementView Profile, Louise WatsonDipesh HalaiHead Of FP AView Profile, Dipesh HalaiTiffany KruegerPersonal BankerView Profile, Tiffany Krueger